Upflow integrates natively with QuickBooks Online to allow for effective collections process in conjunction with your QuickBooks Online instance. This document describes how to set up the integration and how it works in detail.

Overview

The QuickBooks Online integration ships with the following capabilities:

• 1-way synchronisation with QuickBooks Online with the exception of payment write-back

• New data from QuickBooks Online is synced once every 5 mins

• Supports merchant self-onboarding

Entity Mapping

Setup

Requirements

Admin access: You should have admin rights in QuickBooks Online to setup the integration with Upflow.

Connecting QuickBooks Online to Upflow

Upflow relies on OAuth allowing you to seamlessly connect with your QuickBooks Online account. Refer to this guide for a step-by-step guide on how to connect your QuickBooks Online instance to Upflow.

Features

Contacts

QuickBooks Online doesn’t have concept of contacts for customer objects. Though, QuickBooks Online supports adding multiple emails as commas separated in the “Email” field.

These comma-separated emails will be imported as individual contacts in Upflow.

If an update is made on the email field in QuickBooks, it'll be reflected in Upflow within a few minutes.

Main Contact: While importing emails as individual contacts, the first email in the list will be considered as the main contact. And the firstName and lastName will be borrowed from the customer’s details.

Mapping custom fields

Upflow supports import of customer level custom fields from QuickBooks Online . The custom field imported in Upflow are a subset of QuickBooks Online’s native fields. Actual customer custom fields are not yet supported in this integration.

We do however support custom fields for invoices, when we do not native fields.

Below are some of the examples of native fields and custom fields imported from QuickBooks Online into Upflow.

Subsidiaries

In Upflow, parent-child relationships exist at the customer level, and any grandchild is directly linked to the main parent.

Journal Entry

In Upflow, we map journal entries in QuickBooks Online with different payments types- either as a debit or as a credit, i.e. they will imported as payments or refunds depending on their QuickBooks Online type.

Each Journal entry line item belongs to a specific customer.

Deposits

Similar to Journal Entry, Upflow supports Deposits which can be applied across payments and customers.

Payment write-back

All the payments that customers make on Upflow can be pushed back to QuickBooks Online, thanks to the Payment write-back functionality.

Merge Attachments

Upflow allows multiple attachments (pdfs, excel) to be imported from QuickBooks Online either. They can either be imported as a merged pdf attachment or as a zip file. The merged attachments can be sent in collections emails and also hosted on customer portals.

FAQ

• I've created an entity in QuickBooks, will this reflect in Upflow? Yes, we'll automatically create a parent associated with its entities. You'll be able to set up collection workflows at the parent and/or entity level.

• What are the synchronization issues that may arise? If you’re seeing this indicator in your customer list, it means that the customer in question is off balance.
  If there is an issue un-flagged please refer to this article.

• How does the integration with Stripe payments work? Once you connect Upflow with your Stripe account, every time a payment is triggered from Upflow, we will have it pushed back to QuickBooks to pay the corresponding invoice (how to set up card payment within Upflow?).