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New Revel Client and Existing QuickBooks Client

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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. If there are products already set up in QuickBooks (QBO) and the client is setting up Revel for the first time, the products will import into the Revel system.

  2. Once QBO and Revel have been synced, the products in QBO will be available in Revel. Items can be arranged by Category and Subcategory.

  3. Moving forward Revel will not send any new Products or update any existing Products in QBO. It is advised to create all additional products in Revel.

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

 

Inventory and Vendors:

  1. If inventory was set up in QBO:

    1. Make sure the Inventory is managed in Revel, as this is where the products get deducted from Inventory. The integration transfers the quantity on-and from QBO to POS during the intital import and from then on, inventory quantity is to be managed in POS.

    2. QBO will send a report of the COGS (cost of goods sold), Inventory Assets and POS inventory adjustment.

  2. If inventory was not set up in QBO:

    1. Inventory can be set up in Revel and updated in the Revel Management Console.

  3. If vendors were created in QBO and Revel, do not import. Vendors will be mapped between QBO and Revel by name. There can be duplicates of vendors in QBO due to unusual name mismatch (this will look like VendorName_415). If there are duplicates, then merge the duplicate vendors in QBO. While merging the duplicate vendors, please make sure to merge the existing vendors with the newly created duplicate vendors.

  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 set up in QBO:

    1. Keep Employees as is and once integrated, employees will sync over to Revel. Once in Revel, give each employee a role.  

    2. If the client wants to use QBO payroll, it must be managed through QBO. Make sure employees are clocking in and out in Revel to do so.

  2. If employees have not been set up:

    1. Create employees in QBO.

    2. QBO is where payroll will be managed. Make sure employees are clocking in and out in Revel to do so.

 

Customer Relationship Management:

  1.  If CRM was created in QBO:
    1. They must be created in Revel also. This can be done manually or via excel spreadsheet import/export.

  2. If CRM was not yet set up in QBO:

    1. They can be created in Revel.

    2. Customer addition should be done in Revel.

    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 Advancedthe 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.

For further assistance please contact QuickBooks Online at:

1(800) 914-2688 DNIS:68225

 

 


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