QuickBooks is a US accounting software developed by Intuit.Documentation Index
Fetch the complete documentation index at: https://docs.hyperline.co/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
You need to have a valid QuickBooks account and admin rights on Hyperline.Setup
Authenticate on QuickBooks
If you are not already logged into QuickBooks, enter your QuickBooks credentials to proceed.
Reconciling data
Customers
To link an existing QuickBooks customer to a Hyperline customer, navigate to the customer details page, click the “Edit” button in the “Integrations” section, and enter the QuickBooks customer ID. For bulk operations during initial setup, contact our support team or use this API endpoint.Products
You can map your QuickBooks products (items) to your Hyperline product catalog. For each product in Hyperline, go to the Accounting section and enter the corresponding QuickBooks item name in the “Product code” field. When specified, Hyperline automatically attaches each invoice line item to the corresponding item in QuickBooks.Taxes
When pushing an invoice with taxable line items, QuickBooks requires a tax code to be associated with each line. You can provide it in two ways:- At the product level: Define a specific tax code on each product in Hyperline (Catalog → Products → Accounting → Tax code). This code is used when the product appears on an invoice.
- At the invoicing entity level: Configure tax codes on the default tax rates of the invoicing entity, in Settings > Invoicing entities > Taxes. Hyperline resolves the right tax code based on the invoice’s tax rate before pushing it to QuickBooks. See Default tax rates for details.
For US QuickBooks accounts, only the built-in
TAX and NON tax codes are supported on line items. The Default tax code is still required to push invoices with non-zero tax, as QuickBooks uses it to override the computed sales tax.Synchronization
When you connect your QuickBooks account, Hyperline automatically sends invoices with their complete details (including line item details).By default, only invoices and customers created after the connection date will sync. If you need to push older data to QuickBooks, please contact our support team.
Customers
Hyperline supports 2 modes of synchronization for customers:- no synchronization: customers are not synchronized with QuickBooks.
- from Hyperline to QuickBooks: customers created in Hyperline are automatically created in QuickBooks with their details.
Payments
Hyperline supports 3 modes of synchronization for payments:- no synchronization: payments are not synchronized with QuickBooks.
- from Hyperline to QuickBooks: payments created in Hyperline are automatically created in QuickBooks and associated to the corresponding invoice.
- from QuickBooks to Hyperline: payments created in QuickBooks are automatically created in Hyperline, and the status of the invoice is updated accordingly.