Multi-Branch – Setting up shared accounting with QuickBooks Online

1. Authenticate Your System:

1.1 Activate Your Head Office With QuickBooks Online

    • Log into your Main Branch (Head Office)
    • Click on ‘Integrations > Accounting Integrations > QuickBooks Online
    • Click ‘Connect To QuickBooks
    • Enter your QuickBooks Online username and password
    • Click on ‘Connect
    • You are now presented with a list of all the accounts from QuickBooks Online.
    • Map/Choose the corresponding QuickBooks account for every field on this screen. Please note all fields must be mapped.
    • Click ‘Save‘ to save these settings


1.2 Setting Up Shared Accounting For QuickBooks Online 

Log into your Main Branch (Head Office Company)

    • Click on ‘Integrations > Accounting Integrations > QuickBooks Online
    • Click on the ‘Shares Account With Branch‘ toggle to show ‘Yes
    • Click on ‘Save

1.3 Setting Up Your Other Branches With QuickBooks Online
For QuickBooks Online, each branch uses the setup from the first login above . It is advised that you setup the P & L accounts in QuickBooks for each branch prior to mapping the integration.

    • Log into one of your branches
    • Click on ‘Integrations > Accounting Integrations > QuickBooks Online

QuickBooks Online should already be activated for this branch.  You will also now have a list of all the accounts from QuickBooks Online.

  • Choose an account for every field on this screen.
    • Click ‘Save‘ to save these settings

2. Link Contacts:

Once you have authenticated your accounting system, you will need to link your contacts. You can do this by:

    • Clicking on ‘Click Here‘ on the message at the top of the screen. This message only shows up until you run your first sync
    • If the message above doesn’t exist, you can use the ‘link contacts‘ button

By pressing this button, the system will link all of your exist customers with each other over all of the branches.