Navigate to the Accounting Menu > QuickBooks Online Integration and Click the Connect to QuickBooks button
You will be redirected to an Intuit page—authorize the RedTeam Go App to connect to your QuickBooks Online account by logging in.
Choose your QuickBooks company file, then click Connect.
Once Intuit and RedTeam Go are connected, return to RedTeam Go to complete the integration mapping that tells RedTeam Go where to push Owner Bills, Sub Bills, Purchase Orders and Expenses.
On the main screen of RedTeam Go, click on the Accounting menu at the top right in the toolbar. Next, go to the left toolbar and find QuickBooks Online Integration and click on it. The screen below will appear.
In the Owner Billing Default Item Codes select the cost codes you want to use for Owner Billing items where the cost codes can't be determined. (Note: you can create new cost codes in RedTeam Go for these items). If you have preferred overhead cost codes to track non-job time, the cost codes linked to each time code on the right can also be edited as desired.
The Notification Recipients section allows you to choose who should receive notifications when budget changes are made as well as error messages that may occur during syncing.
The middle section has several designations to check:
Next, map the Income and Expense accounts from QuickBooks Online to the RedTeam Go Cost Category types. Under RedTeam Go Cost Code Type and QuickBooks Account Matching, click on the drop-down menu in the QuickBooks Income Account column to choose the Income Account. Click on the drop-down menu in the QuickBooks Expense Account column to choose the different expense/COGS accounts. These lists will pull directly from your QuickBooks Online Chart of Accounts.
Continue until all dropdowns have been completed.
The next section is the mapping of Retainage Accounts. Not all clients track retainage separately and many clients may not need to map this section. It can be skipped if not required. For more information on retainage syncing, Click Here.
Finally, is mapping of the Payment Methods. For each payment method created in RedTeam Go, select the payment type and appropriate QuickBooks account.
The QuickBooks Integration Log page contains the list of all items that have been pushed from RedTeam Go into QuickBooks. You will have a search window to look up certain items easily. You will see items that have moved over to QuickBooks successfully and if any should encounter an error, you will have a message indicating the reason so it can be corrected. The ellipse icon to the right of the date stamp will allow you to requeue the item to be pushed to QuickBooks once it has been corrected.
Use the Settings Button shown above to return to the Settings-page to adjust mapping as necessary. Filter the list of items shown in the log, or print the Reconciliation Report.
Clicking Filter Settings will allow you to set the filter status. Uncheck to narrow down the items from the list. Next, select Transaction Type. Uncheck boxes to eliminate the Transaction Types you need to filter out from the list.
Click Reconciliation Report to see a list of transactions for the given date range.
Video Walkthrough: