Setting Up QuickBooks Integration (Administrators Only)

Complimentary to all Axial users, our seamless integration with QuickBooks Online eliminates the need for manual data entry of sales, payments, petty cash, tips, and taxes. This integration not only minimizes human error but also facilitates immediate financial reporting. By incorporating QuickBooks into Axial Shift, you can optimize your accounting workflows, saving valuable time and ensuring accuracy through effortless synchronization of financial data.

1. Login to Your Website: Begin by logging in to Axial Shift.

2. Access Journal Entry Settings: Once logged in, navigate to the "Accounting" section of your dashboard. Within this section, locate and click on "Journal Entry Settings."

3. Initiate Integration: Within the Journal Entry Settings, you'll find an option to start the integration process. Click on the designated button to kick-start the integration.

4. QuickBooks Login: After initiating the integration, you'll be redirected to the QuickBooks login page. Here, enter your QuickBooks credentials to proceed.

5. Authorize Access: Upon logging in to QuickBooks, you'll be prompted to authorize Axial Shift (or the relevant integration partner) to access your QuickBooks account. This step is crucial for establishing a secure connection between the two platforms.

6. Return to Website: Once authorization is granted, you'll be redirected back to the Axial Shift website. Take note that this step may occur automatically.

7. Map Rows to QuickBooks Table: With the initial setup completed, return to the "Journal Entry Settings" section on your website. Here, you'll need to map the rows from your accounting system to the corresponding fields in QuickBooks. This ensures that the data is synced accurately between the two platforms.

8. Save Configuration: Don't forget to save your configuration after mapping the rows. This step finalizes the integration settings and ensures that future transactions are synced seamlessly.

By following these steps, you can easily set up QuickBooks integration and reap the benefits of  accounting processes.