As Power Pet Sitter is not an Accounting Solution, we integrate with Quickbooks Online to provide our clients with an easy way to collect all the tools that you’ll need to run your business.
Step 1: Sign up for a Quickbooks Online account
To get started, you will first need a Quickbooks Online Small Business account. The Self Employed package does not allow invoices to be moved in, and therefore is incompatible with Power Pet Sitter.
You will sign up for this account directly with Quickbooks – if you need assistance, you can use this link to help you get started: http://tinyurl.com/3ba3xeu. You can skip to Step 2 if you already have a QBO account.
Step 2: Email firstname.lastname@example.org
Once you have your Quickbooks Online (QBO) account, email us your Quickbooks login username and password, as well as which business you’re associated with. We will need a short moment of your time to get a security code that Quickbooks will want to send you, to verify our access. If you like, you can change your QB password after the connection has been confirmed.
Step 3: Start scheduling some appointments!
Once your QB account has been connected with PPS, new appointments you schedule and approve will be created in your QB account for you! This is also true for your client profiles. Any new client profiles that you save in PPS will be created as a client account in your QB system.
The transmission of this information does not happen in real time, but is added to our QB Transaction queue that is running behind that scenes at all times. The queue will process transactions automatically for you, however you can always enter the QB Trans tab of your PPS system and reprocess the items to your QB system at any time.
Required QBO Entries
For PPS to successfully transmit information, certain items have to be present in your QB account. When we integrate or migrate your accounts, we will be adding these items for you, so no need to worry about adding them yourself.
- “Discounts” in the Chart of Accounts
- “Sales” in the Chart of Accounts
- “Surcharge” in the products and services list
- “Tax” is set up if applicable