GETTING READY FOR ACCOUNTING INTEGRATION - QUICKBOOKS ONLINE


Blackpurl can be fully integrated with QuickBooks Online but there are few important details that you must be aware of:


  1. QUICKBOOKS ONLINE 
As Blackpurl is cloud-based and for the accounting integration to work, you must be using QuickBooks Online.

What is the difference between QuickBooks Online and QuickBooks Desktop?
  • QuickBooks Online is cloud-based and normally you would pay a monthly/annual fee to QuickBooks for this service
You can access QuickBooks Online on any device, anywhere - all it requires is an Internet connection and for you to know your login name and password.  All transactions are backed up automatically to the cloud.
  • QuickBooks Desktop is when you buy the software for a one-time fee. 
The software is installed on one computer only and that means all processing must be completed from that computer.  An internet connection is not required.  You are responsible for backing up your own data.

  1. WHICH QUICKBOOKS PLANS DO YOU NEED TO HAVE
Please be aware that some of the QuickBook Plans do not allow full integration.

For example - the USA QuickBooks Simple Start Plan does not allow the integration of Unit Invoices.  This would mean that if you wish to process your Unit Invoices in Blackpurl that is fine BUT they will not integrate over to QuickBooks.

The minimum QuickBook Plan required is the ESSENTIALS Plan.

  1. INFORMATION FOR EXISTING QUICKBOOKS ONLINE USERS:
If you are already using QuickBooks Online in your business, you may need to add additional General Ledger Accounts (GL) into the Chart of Accounts (COA) in your QuickBooks Online.

Please contact our Blackpurl support for the up to date list of Blackpurl required GLs.

You may already have similar GLs setup in your COA but you will need to check that they have the same Type and Detail Type.  Keep in mind that sometimes it may be easier to just add new GLs to your COA.

  1. INFORMATION FOR NEW QUICKBOOKS ONLINE USERS:
The link to sign up for QuickBooks Online is https://quickbooks.intuit.com/online/

If you are looking to sign up for QuickBooks Online for the first time, this would be a good time to have a discussion with your Accountant.

Your Accountant may be able to provide you with a COA template that they want you to use that can be imported into QuickBooks Online.  It also may be the case that you wish to use the template that QuickBooks Online already provides.

If you have a COA that you wish to use and you need assistance to import it into QuickBooks Online, please provide your COA as a CSV file by email to support@blackpurl.com.

There will be no need for you to import your Customers and Vendors into QuickBooks. 

As Blackpurl will be requiring a list of your Customers and Vendor for importing into Blackpurl, we will sync these Vendors and Customers into your QuickBooks at the same time.

**Please note - it is the Dealership's responsibility for entering the opening balances (from your previous balance sheet and Income Statement) into your new QuickBooks.   Further information is available through QuickBooks Support - this link is a very good place to start: https://quickbooks.intuit.com/learn-support/en-us/configure-products/enter-opening-balances-for-accounts-in-quickbooks-desktop/00/203403

  1. GRANTING BLACKPURL ACCESS TO YOUR QUICKBOOKS
For Blackpurl Support to be able to assist in setup and provide ongoing support on accounting integration, we will need access to your QuickBooks Online.

QuickBooks Online charge per user so instead of adding Blackpurl as a user, please add us as an Accountant by completing the following steps:
  • In QuickBooks Online, click on User-added image > Manage Users
  • Click on User-added image
User-added image


  • The Enter Accountant's Email Address window will pop up > In the Accountants' email address field - type in the Blackpurl's relevant email address, based on what QuickBook Online version you have:
For QuickBooks Online USA version - type:  quickbooks.usa@blackpurl.com
For QuickBooks Online International version - type: quickbooks@blackpurl.com
For QuickBooks Online Australian version - type: quickbooks.au@blackpurl.com

Retype the email address in Confirm email field then click on User-added image


User-added image
  • Finish inviting accountant window will pop up for you to click on User-added image


User-added image


  • QuickBooks will send Blackpurl an invite to join as an Accountant.
  • Once Blackpurl accepts the invite, Blackpurl Support will be able to access to your QuickBooks Online

If you have any questions or run into any issues, please let us help! Contact our Blackpurl Support through Blackpurl Communities or email us at support@blackpurl.com


For further information on QuickBooks Online, check out https://quickbooks.intuit.com/online/