New Revel Client and New QuickBooks Client

By Amelia Dwyer

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Note: Inventory costs will push (create journal entries) from Revel to QBO in initial sync so please disable this if it it not wanted in QBO. This could cause an inflated General Ledger. 

Products:

  1. Clients should set up products in Revel. This is the recommended way to add items into the system.

  2. Products can be set up in QuickBooks (QBO), but all changes and management must be done in Revel.

  3. Summary Integration will not pass any Products from Revel to QBO.

 

Inventory and Vendors:

  1. Inventory is managed in Revel and does not need to be set up in QBO. Products get deducted and managed ONLY in Revel.

  2. If vendors were set up in QBO:

    1. Please make sure not to add them into Revel.

    2. If they were added into Revel BEFORE integration;

      1. Please deactivate Vendors in Revel. (If they were not deactivated, they will duplicate once integrated with QBO.)

  3. If vendors were set up in Revel:

    1. Leave as is - Integration will transfer the vendors to QBO.

  4. It is advised to use Revel Inventory to manage the quantities on-hand. It is important to note that QBO will report changes in inventory through a Bill. The Bill will update COGS (Cost of Goods Sold) and Inventory Asset account, but the quantities on hand will not be updated.

 

Employees and Payroll:

  1. If employees were created in Revel:

    1. If the client wants to use payroll in Revel and not QBO, leave as is.

    2. If the client wants to use QBO payroll, deactivate employees in Revel, then set them up in QBO. Once the employees have been made in QBO and are synced over to Revel, make sure to add a role to employees once they appear in Revel.

  2. If employees were created in QBO:

    1. If the client wants to use payroll in QBO, please leave as is and the employees will sync over into Revel.

    2. Clients will then have to add a role to an employee in Revel once integrated.

    3. If the client wants to use Revel payroll, they should integrate employees and then add a role in Revel.

  3. If employees were created in both Revel and Quickbooks:

    1. Please deactivate employees in Revel if the client wants to use QBO payroll.

    2. If they want to use Revel Payroll then please deactivate them in QBO.

  4. If QBO and Revel have been integrated and employees were not added in either:

    1. Add the employees in QBO (If client wants to use payroll in QBO). Once the employees are created and synced over to Revel, add a role to an employee in Revel.

    2. Add employees in Revel (If client wants to use payroll in Revel.)

 

Customer Relationship Management:

  1. If customers have not been added anywhere:

    1. Please add the CRM in Revel. This will not be transferred to QBO so if they're required in QBO as well, please also add them in QBO.

  2. If customers have been added in Revel and NOT QBO. Add them in QBO separately, this can be done via excel spreadsheet through import/export.

  3. If CRM has not yet been created in Revel, please create customers in Revel as they will not import from QBO. These can be imported and exported via excel spreadsheet.

  4. CRM will then need to be managed from Revel and information and changes will not be updated in QBO automatically. 

 

Here are links to overviews in every aspect of setting up the integration:

Payments:

https://support.revelsystems.com/hc/en-us/articles/205038255

Employees and Payroll:

https://support.revelsystems.com/hc/en-us/articles/205038235

Customer Management:

https://support.revelsystems.com/hc/en-us/articles/205038195

Inventory:

https://support.revelsystems.com/hc/en-us/articles/204953995

 

Intuit and Revel Integration Set Up

All Intuit customers must have completely purchased both QuickBooks and Revel Systems to integrate. Quickbooks must be turned on in the Revel Management Console. If the following image appears when going into the Revel Management Console to Settings > QuickBooks, QuickBooks is not enabled. If this occurs, please contact Revel Support for assistance in activating the feature.

 

To integrate with Quickbooks Accounts click on Settings > QuickBooks > check “I want to integrate with Quickbooks Accounts QuickBooks Online." Please make sure to uncheck “I want to integrate with QuickBooks Payments” then click on Connect to Quickbooks.

 

 

 

In the Revel Management Console select Settings > QuickBooks > Setup QuickBooks Online Integration.

 

Clients should make sure that Location Tracking is enabled in QuickBooks. To enable this, please see Location Tracking:

https://support.revelsystems.com/hc/en-us/articles/205038105

Clients should also make sure that taxes are set up in QuickBooks. To enable this, please see Creating Tax:

https://support.revelsystems.com/hc/en-us/articles/205038095

 

Once Location Tracking and Tax have been set up, please return to Revel Management Console and go to Settings>Quickbooks Settings>Online Integration, and set up the Sales Summary Integration.

Check Sales, select Summary (in the drop down menu). Select Basic and then select Activate

 

 

 

 

By clicking Advanced, the completed mapping of the integration should appear as shown below integrating the Revel and QuickBooks accounts. No sections should say To be completed in QBO.

 

QuickBooks is now set up. Data will be sent daily from Revel to QuickBooks which can be seen the following day.

**Please note that all data generated on the days previously before setting up will not be sent over to QuickBooks. 

 

 

 


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