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Existing 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:

 If products are already set up in Revel Systems, they do not need to be set up in QuickBooks (QBO) so leave them as they are. For Summary Integration, it is not required to map the Products between Revel and QBO.

  1. If the client wants to set up their products in QBO as well, they can, but Inventory will not be deducted in QBO. Inventory is only maintained in Revel.

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

 

Inventory and Vendors:

 1. If inventory is set up in Revel and updated with vendor information, leave this as it is. The only information that will be synced in regards to Vendors is a “Bill” payable in QBO.

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

 

Employees and Payroll:

 Employees are already set up in Revel.

  1. If you would like to use the Payroll functionality in QBO, please follow the steps below

    1. Deactive Employees in Revel before starting the integration setup.

    2. Before integrating, enter employees into QBO.

    3. After the sync occurs, add roles and wages to the newly added employees in Revel.

If the client does not want use QBO Payroll, then keep Employees as is.

 

Customer Relationship Management:

 If customers are set up in Revel; leave them as is.

  1. Manage all CRM through Revel after integration

  2. Customers that are created in Revel will not sync or integrate to QBO so if they are needed in QBO, please add them separately. This can be done via import/export of an excel spreadsheet.

 

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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