Prerequisites
You need to have a valid QuickBooks account and admin rights on Hyperline.Setup
1
In Hyperline, navigate to the Settings > Integrations page
2
Click Connect on the QuickBooks card
3
Authenticate on QuickBooks
If you are not already logged into QuickBooks, enter your QuickBooks credentials to proceed.
4
That's it!
Your Hyperline account is ready to send invoices and credit notes.
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. On each product in Hyperline, in the “Accounting” section, enter your QuickBooks item name in the “Product code” field. When specified, Hyperline automatically attaches the related invoice line item to the corresponding item in QuickBooks.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.