Flex integrates with QuickBooks Online to give you a quick and easy way to push invoices, payments, and purchase orders from your Flex system to QuickBooks Online. Additionally, you can sync payment information from QuickBooks Online into your Flex system.
The articles in this section will show you how to connect to your QuickBooks Online account, explain the integration settings, and show how to export invoices, purchase orders, and payments.
- Connecting Flex to Your QuickBooks Online Account
- QuickBooks Online Integration Settings
- Syncing Accounts from QuickBooks Online to Flex
- Sending Invoices from Flex to QuickBooks Online
- Sending Payments from Flex to QuickBooks Online
- Sending Purchase Orders from Flex to QuickBooks Online
- GL Account Hierarchy When Exporting to QuickBooks Online
- Retrieving Payments from QuickBooks Online
- Integration With the Class Tracking and Projects Features in QuickBooks Online
The Purpose of QuickBooks Online Integration with Flex
This integration was developed because of customer demand for a more seamless way to build jobs in Flex, then invoice clients in QuickBooks Online.
The integration is executed by using Flex workflow on any financial element (Quotes, Invoices, Purchase Orders, etc.). The workflow is highly customizable, so you can change element status, child actions performed, emails sent, and more as the export to QuickBooks Online takes place.
Terms and Definitions
Workflow - A series of actions that is applied to an element in Flex (like an Invoice, Purchase Order, etc.) to represent the life cycle of the element. For purposes of this integration, an element needs to have a workflow action to export to QuickBooks. This is set up in default workflows.
Financial Element - An element in Flex that has financial information, like price per item, sales tax, and total amount. Most financial elements in Flex are eligible to be exported to QuickBooks Online.
Export - Sending a financial element from Flex to QuickBooks Online. As mentioned above, the export is executed as a workflow action on the element.
GL Account - What Flex calls financial accounts. The equivalent in QuickBooks Online is your Chart of Accounts. You can sync your Chart of Accounts in QuickBooks Online to your GL Accounts in Flex. GL Accounts can then be set on resource types, inventory groups, and individual inventory models so they route properly in QuickBooks Online after exporting.
Resource Type - Applied to line items on financial elements in Flex to determine which stock to pull from.
Class Tracking - A feature in QuickBooks Online that allows you to assign invoice line items to a pre-determined Class. Flex integrates with this functionality and has a setting to determine what the Class will be set as when exporting to QuickBooks Online
Miscellaneous Line Item - A line item in Flex that isn't a part of your regular inventory.
Sales Account - A setting in Flex that allows you to set a sales GL Account on a resource type, inventory group, or specific inventory model. See more in GL Account Hierarchy When Exporting to QuickBooks Online.
Purchase Account - A setting in Flex that allows you to set a purchase GL Account on a resource type, inventory group, or specific inventory model. See more in GL Account Hierarchy When Exporting to QuickBooks Online.
QuickBooks Online Type - A setting that determines the type of element that will be created in QuickBooks Online (Invoice, Payment, Purchase Order, etc.) for each type of Flex financial document.
Authorized Users - Specific Flex users who are authorized to use the QuickBooks Online integration. Users who are not authorized will receive an error message when attempting to export elements to QuickBooks Online.
Authorized Groups - Specific Flex security groups that are authorized to use the QuickBooks Online integration. Users who are not authorized OR do not belong to an authorized group will receive an error message when attempting to export elements to QuickBooks Online.