This article describes how you can create a connection to a QuickBooks Online account to allow the import of general ledger data using detamoov.
1. Adopt the QuickBooks Online moov
If you have not already done so, you need to adopt the QuickBooks online moov to your account. Click the moovs option in the left-hand menu and then click the ADD button.
Expand the Accounting/General Ledger section and select the QuickBooks Online moov that best fits your file format (.IIF files can be in either comma or tab delimited format).
NOTE: PrismHR users - If you are configuring your client with a PrismHR premier integration, you must select the Standard GL to QBO moov from the Accounting/Ledger section.
Once you have adopted the QuickBooks Online moov you will need to configure your moov level settings.
The QuickBooks integrations provide a notification once the moov is complete. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notify step, click on the cog icon under the Action - Notify step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the send file step for each client configuration if you wish to add or remove email addresses per client.
To save your parameters click on the Save Changes button.
QuickBooks Online Import Settings
By default the QuickBooks Online moov will:
- Import Checks as Checks
- Relate Vendors as the entity type to Reference Names
- Create entities (vendors, customers, employees) in QuickBooks Online if they do not already exist
These settings can be changed on either the moov adoption level or the moov configuration level.
To change the QuickBooks Online Import settings on the moov level, click the cog wheel icon next to the 'Action - QBO Import' step under the moov steps section on the left and then toggle the 'Use default parameter' option.
You also have the option to enter a list of email addresses (separated by a comma) to receive a report of the QuickBooks Online import. This email will provide you with information and/or errors related to the QuickBooks Online import.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the QuickBooks Online Import settings from each client configuration.
2. Configure a client for a QuickBooks Online moov
In the moov configuration section, click the Add button to add a new client to the moov.
Complete the ID and source
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform. The value entered into this field is important as the file you send to detamoov must start with this value.
File Name Contains - optional value that is included in the file name
Once you have completed the ID and source section, click Next. Then scroll to the bottom of the page, click Next and then Save on the Review page.
3. Connect to QuickBooks Online
Once you have created a moov configuration for your client, hover over the client name and click on the 
icon button to generate the Upload Link for your client.
Click the Copy button to copy the URL. This link can now be sent to your client so they can connect their QuickBooks account to detamoov.
Once the URL you copied is accessed, your client can click the 'Connect to QuickBooks' button to be redirected to the Intuit authorization page.
A QuickBooks/Intuit authorization process will now commence. Your client will then be prompted to login to the QuickBooks Online account to connect their account to detamoov. If your client has more than one company in QuickBooks, they need to select the appropriate company from the dropdown menu and click Next.
Once the authorization is successful your client will be redirected back to detamoov showing the QuickBooks Online panel in a Connected status.
You are now ready to import general ledger data into the authorized QuickBooks account!
