Vonigo – QuickBooks Online Integration
- In Vonigo, click on FRANCHISE > QUICKBOOKS INTEGRATION SETUP
- Click the green** button CONNECT TO QUICKBOOKS and follow the steps presented to authorize Vonigo to connect to your QuickBooks. You will be asked to enter your QuickBooks admin id/password. Note: If you don’t see the green button, please send an email to support@vonigo.com
- Ensure that Custom Transaction Numbers are enabled in QuickBooks (Settings > Sales > Sales form content > Custom transaction numbers)
The above steps only need to be done once. When done, below are the steps to batch and move payments/invoices from Vonigo to QuickBooks. You can do the below steps regularly with whatever frequency works best for you (once a day, once a week, once every couple of days, etc.)
- In Vonigo, click on FRANCHISE > EXPORT TO QUICKBOOKS
- Expand the PAYMENTS panel
- Check-mark the top/first box next to the ID column. This will batch select all the Payments in the list.
- Press the blue EXPORT PAYMENTS button. Within a few mins, all the Payments and their associated Invoices will automatically appear in your QuickBooks Online.