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29 lines
1.6 KiB
Markdown
29 lines
1.6 KiB
Markdown
# QuickBooks Integration (Admin Guide)
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Alga PSA currently supports **QuickBooks CSV** exports for manual import into QuickBooks. **QuickBooks Online (OAuth)** is displayed as **Coming soon** in the UI.
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## QuickBooks CSV (Available Now)
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### Where to configure
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Go to **Settings → Integrations → Accounting** and select **QuickBooks CSV**.
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### Configure mappings (required)
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Before exporting invoices, configure mappings in the **QuickBooks CSV Mappings** section:
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- **Clients** (Alga clients → QuickBooks “Customers”)
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- **Items / Services** (Alga services → QuickBooks “Items”)
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- **Tax Codes** (Alga tax codes → QuickBooks “TaxCode”)
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- **Payment Terms** (Alga payment terms → QuickBooks “Term”)
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These mappings are stored in `tenant_external_entity_mappings` under `integration_type = 'quickbooks_csv'`.
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### Export invoices
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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.
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**Immutability:** once an invoice is successfully exported, Alga records an invoice mapping and will exclude that invoice from future exports for `quickbooks_csv`.
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### Import tax (optional)
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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.
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## QuickBooks Online (OAuth) – Coming Soon
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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.
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