Manual Integration of QuickBooks Online

By Amelia Dwyer

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This guide will show you how to manually integrate the Revel system with QuickBooks Online. 


Contents

 


Setup in Revel Management Console

To integrate Revel Systems and QuickBooks Online, customers must have a subscription already purchased for both systems.

Please login to Revel URL and go to Settings > QuickBooks > Setup QuickBooks Online Integration.

If you see an error displaying “This establishment does not have access to this feature. To activate, please contact support or your sales representative.”, please contact Revel Support for assistance in activating the feature.



Once this is activated or if the error message does not appear, go to Revel URL > 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 if you are not going to be using Intuit Payments.

 If you are using Intuit payments as well as QuickBooks Online, please keep both fields selected.

The Revel System will then prompt the customer to enter QBO login credentials.

Please enter them and select Sign In.

Revel will then prompt customers to authorize their account.

This is authorizing the two systems to integrate so to continue with the integration, please click Authorize.  

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.

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

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 Integration. 

Check Sales, select Summary or Summary plus (in the drop down menu) and select the modules that are appropriate.

Select Basic and click Activate.

 

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

QuickBooks Online integration is now set up. Data will be sent daily from Revel to QuickBooks which can be seen the following day. The time of this sync can be found under Revel URL > Settings > Reports > Day Start Time. It is recommended to leave this at the 3am default time or if changes are needed, change to a time where the least amount of sales come through daily.


Extra Information

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

Please follow this guide to manually entering past data - Manually entering past data. 

Important: It is recommended to check your QuickBooks Account regularly to ensure payments and sales are able to be reconciled correctly.



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