Want to make sure your business' accounting is kept in sync?

With Aryeo's QuickBooks Integration, when customers pay for an order in Aryeo, the completed order and payment will be synced with your QuickBooks Online account. Your products in Aryeo will match to line items on the QuickBooks invoice, and the invoice will be marked as paid by that customer.

With our update, Sales Taxes can also be synced to your QuickBooks Online account.

Note: This feature is compatible with QuickBooks Online ONLY.

Let's get started!

First, you can navigate to the App Store in your Aryeo account and then click the QuickBooks tile under the Accounting section.

This integration syncs to an existing QuickBooks Online account, so we'll begin by authenticating your current QuickBooks account.

This can be done within the QuickBooks tile in the Aryeo App Store > Accounting section.

Once on the QuickBooks Integration page, click the Connect QuickBooks button, and it will redirect you to Intuit's App Center to select your QuickBooks Online account.

If you're already logged in but would like to integrate a different QBO account, you can click on the "Not You?" hyperlink, and you'll see the option to switch to another account.

Once you've logged in to the correct QuickBooks Online account, click on Connect from the previous screen, and once it's done authenticating your account, you'll be redirected to the QuickBooks Center.

Back on the Aryeo App Store, click on the QuickBooks tile,

and then click on the hyperlink to go to the QuickBooks Center page.

Under the QuickBooks Center page, you'll see several integration options available.

Each of the buttons above corresponds to additional settings to make sure your Aryeo and QuickBooks accounts are seamlessly in sync. We'll break down each setting below.

First, we need to match up your Aryeo and QuickBooks customers. This ensures that your customers in Aryeo are automatically set for your QuickBooks invoices and payments.

You have two options: Auto match customers or manually match customers one by one.

1. Auto match customers - as the name suggests, the Auto Match button will automatically match customers based on their First and last name and Email address.

Note that the auto-match feature may take a few minutes depending on the number of customers that need to be matched. Once it's done, you can click on the Start button to view/confirm that all of your customers have been matched.

2. Manually Match customers - From the QuickBooks center, click the Start button to go to the "Connect Customers with QuickBooks page."

From that page, you can manually select/match your Aryeo customers with your QuickBooks customers using the dropdown menu.

You can confirm successful syncing for each customer when it says Connected.

Thankfully, the above is the only setting you'll need to set up once for your existing customers!

Next, let's go ahead and sync your Aryeo products with their corresponding products in your QuickBooks Online account. When finished, QuickBooks will use the matching products/services as the line items of each synced Invoice.

Matching your products/services will be similar to matching customers. You also only need to do this once for existing products/services. Still, you'll have to go back and do this again if and when you add new products/services to your Aryeo and QuickBooks accounts.

From the QuickBooks center, click the Start button to go to the "Connect Products with QuickBooks" page.

From that page, you can manually select/match your Aryeo products/services with your QuickBooks products/services using the dropdown menu.

Similar to customers, you can confirm successful syncing when it says Connected.

This syncing feature is an excellent tool for tracking product-specific metrics, but again, it is an entirely optional part of the integration.

You can opt not to sync your Aryeo and QuickBooks products/services. Still, once an Order is synced to QuickBooks, the generated invoice will have a custom line item for each product/service that matches the product/services for that order in Aryeo.

Aryeo now has the option to sync/match your Aryeo tax rates with QuickBooks'. With the Aryeo tax rates matched with QuickBooks tax rates, the synced/matched tax rates will sync Paid Orders to QuickBooks Invoices with the correct tax rates shown/calculated.

The synced tax rates are also automatically synced to the QuickBooks tax reports, making it easier for you and your team to generate/view your tax returns for a specific period.

Once you've completed the above steps, you will be able to see the specific tax rates that have been applied/calculated for each Aryeo order(s), and they will now be synced/aggregated to the corresponding sales tax report for each tax agency within your QuickBooks Online account going forward.

Lastly, let's go with the "Order Settings". There are three options you can configure and enable: one is for the "Payment Method for Order Payments," one is for the "Deposit Account for Order Payments, and lastly, enabling Sync Manual Payments."

The first two options are used/applied to each invoice synced to your QuickBooks Online account and are helpful if you do any advanced invoice analytics or filtering in QuickBooks.

The last option is to allow the syncing of manual payments when the payment method used is not one of what you have set under the first two options.

The dropdown values for the first two options are pulled from your QuickBooks Online account. For the first option, If you'd like to add a custom payment method - such as the "Aryeo / Stripe," for example - you can add this value by going to an Unpaid Invoice and then on the Receive payment page, click on the dropdown for Payment method, click on + Add New, and enter the payment method's name/label, and Aryeo will pull that in automatically so you'll be able to select it from the Payment method dropdown in Aryeo.

For some accounts, their QuickBooks Invoice number may not appear by default. This is an easy fix, but it requires you to update some settings in QuickBooks! Check out our quick tutorial video below:

That's it! Once you've done that, any orders paid through Aryeo will automatically be created in QuickBooks as Invoices, and their payment will be applied, along with the option to sync products/services, as well as calculated taxes directly to your QuickBooks Online account.

Let us know what you think and if you have any questions or concerns! Feel free to email us at [email protected], or start a chat session with our team!