284313f908
Excluded: .git, node_modules, secrets/, compose.env, assemblyscript tgz Source: /opt/alga-psa on psa.joliet.tech
1.6 KiB
QuickBooks Integration (Admin Guide)
Alga PSA currently supports QuickBooks CSV exports for manual import into QuickBooks. QuickBooks Online (OAuth) is displayed as Coming soon in the UI.
QuickBooks CSV (Available Now)
Where to configure
Go to Settings → Integrations → Accounting and select QuickBooks CSV.
Configure mappings (required)
Before exporting invoices, configure mappings in the QuickBooks CSV Mappings section:
- Clients (Alga clients → QuickBooks “Customers”)
- Items / Services (Alga services → QuickBooks “Items”)
- Tax Codes (Alga tax codes → QuickBooks “TaxCode”)
- Payment Terms (Alga payment terms → QuickBooks “Term”)
These mappings are stored in tenant_external_entity_mappings under integration_type = 'quickbooks_csv'.
Export invoices
Use CSV Export for QuickBooks to export invoices by date range and status. If required mappings are missing, the export will fail with a list of what to map.
Immutability: once an invoice is successfully exported, Alga records an invoice mapping and will exclude that invoice from future exports for quickbooks_csv.
Import tax (optional)
If a tenant is configured to delegate tax calculation externally, Alga can import tax values back from QuickBooks report CSVs using the Import Tax from QuickBooks CSV panel.
QuickBooks Online (OAuth) – Coming Soon
QuickBooks Online OAuth is visible on the Accounting Integrations setup screen but disabled until OAuth rollout is complete. When enabled, it will support direct API delivery and catalog-backed mapping selection.