Integrating with Quickbooks

Initiate connection with Quickbooks

ADAM is able to integrate with Quickbooks’s Bills Module. To begin your setup, you will need to first connect ADAM with Quickbooks, then configure the modules that ADAM is to integrate into.

Activating the ADAM and Quickbooks Integrations

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: Toggle On to enable Quickbooks Integration on ADAM

Establishing the ADAM <> Quickbooks Connection

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: Click on ‘Connect with Quickbooks’

This will take you to the Quickbooks Login page to connect your Quickbooks Organisation.

Step 3: Log in to Quickbooks

Step 4: Select your Quickbooks Company Name to connect to ADAM

Click on your Company’s name to  connect your ADAM Account to Quickbooks, then click ‘Next’

Note : ADAM ‘Billing Entity Name’ must match Quickbooks’s Legal Entity Name in order for the integration to take place

Step 5: Confirm the connection of ADAM to Quickbooks

Click on ‘Connect’ to connect ADAM to Quickbooks

Connecting your Billing Entities into Quickbooks

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: At the relevant billing entity, click on ‘Choose Quickbooks Organisation’

Choose the correct organisation name and click ‘Connect’

Note: ADAM ‘Billing Entity Name’ must match Quickbooks’s Organisation Name in order for the integration to take place

Upon successful connection, ADAM will show that the entity is linked to Quickbooks at the Integration page as well as the Company Profile Page

Note: the ADAM ‘Billing Entity Name’ will not be able to be changed once ADAM and Quickbooks are integrated

Step 3: Repeat all previous steps for all Billing Entities in ADAM that are to be linked to Quickbooks

Managing Integration Data

Once the entities have been connected and the integration has been configured, you can sync ADAM’s data from Quickbooks

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: Click on ‘Manage Your Data’ tab

At this tab, you can click on the “Sync Now” to update ADAMs data with Quickbooks’s most recent data.

Note:
1. Upon Connection, ADAM’s GL Codes, Tax Rates & Inventory Product GL Codes will be locked as they will be taken from Quickbooks.

2. For Products with Product Codes in ADAM that have corresponding Item Codes in Quickbooks, you will be required to ensure that the Product Type on ADAM matches the Product Type in Quickbooks.

Configuring your Integration

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: Click on ‘Configuration’ tab

Step 3: Specify the modules for ADAM to integrate into

Toggle each integration type “on” to connect ADAM’s PO module with Quickbooks’s Bill module.

Managing Integration Data

Once the entities have been connected and the integration has been configured, you can sync ADAM’s data from Quickbooks

Step 1: Go to ‘Integrations’ and ‘View’ Quickbooks

Step 2: Click on ‘Manage Your Data’ tab

At this tab, you can click on the “Sync Now” to update ADAMs data with Quickbooks’s most recent data.

Note:
1. Upon Connection, ADAM’s GL Codes, Tax Rates & Inventory Product GL Codes will be locked as they will be taken from Quickbooks.

2. For Products with Product Codes in ADAM that have corresponding Item Codes in Quickbooks, you will be required to ensure that the Product Type on ADAM matches the Product Type in Quickbooks.