- The integration transports all employee / vendor expense data from Solo Expenses into QuickBooks. The data that is transported, relates to the business expenses that employees / vendors have incurred on behalf of the business, during their day to day business activities.
- The Set-up (connecting Solo Expenses to QuickBooks) takes a few minutes. Here you “map” in Solo Expenses where the data should go into QuickBooks. This has been explained step by step in the attached video. At a basic level, this data typically relates to “who incurred the expense” and “what the expense was incurred for”.
If you are an existing QuickBooks user or are contemplating to buy QuickBooks, connecting Solo Expenses to QuickBooks is very simple and easy. This is explained step by step in the attached video “How do I connect to QuickBooks?”.
- If you turn off the integration button in Solo Expenses, you will de-link Solo Expenses from QuickBooks. But this is NOT recommended, because this will result in re-setting to “factory settings” all your configuration settings. As a result, you will have to go back again and re-connect to QuickBooks and configure the settings from scratch. That said, even though this is not recommended, re-configuring is only a 5-minute task!
- By turning off the integration button in Solo Expenses, you will de-link Solo Expenses from QuickBooks. This will result in cancelling your configuration settings. As a result, you have to again connect to QuickBooks and configure the settings.
- By disconnecting Solo Expenses from inside QuickBooks, your configuration settings will remain intact. Your
automatic data exchange and data settings will also stay intact. It simply means that you must go into Solo Expenses and connect to QuickBooks again. Thereafter, select the data that you wish to export to
QuickBooks, and click on Export in
Solo Expenses, and data will flow to QuickBooks automatically.
- When you disconnect Solo Expenses from inside QuickBooks, your configuration settings will remain intact. It simply means that you must go into Solo Expenses and connect to QuickBooks again. You can continue to export data from Solo Expenses by selecting the data you wish to export, by just clicking on the Export button.
- After you buy the Accounting integration functionality (in Solo Expenses) and enable the QuickBooks sync in Solo Expenses and have completed all the data transfer steps (as explained in the step-by-step video), the data sync has been setup.
- The data transportation occurs when you click on the EXPORT button, after you have selected a date range for the export.
- This integration mechanism gives the user full control, i.e., which data and when to transport it to QuickBooks automatically, without any manual intervention.
- When the data is transported from Solo Expenses to QuickBooks, the export “Debits” the expense type/category and “Credits” the person/vendor who incurred the expense or is owed the money for that expense.
- After the data is transported from Solo Expenses to QuickBooks, you can view the transactions in QuickBooks under “Expenses”.
- Hence, instead of entering hundreds of transactions manually, line by line, the same data can be exported from Solo Expenses to QuickBooks within seconds, automatically as explained above.