● Overview
● Data exchange during initialization
● Data exchanges after initialization
With the Amicus Cloud - QuickBooks Online Link your firm can use Amicus Cloud for billing and QuickBooks Online for accounting. The Link integrates the firm’s Amicus clients with QuickBooks customers.
● Supported QuickBooks Online versions: Essentials and Plus.
● Initialization: The Amicus QuickBooks Online Link Wizard guides the Amicus administrator through the installation, configuration, and first exchange.
● Subsequent data exchanges: Are performed in real time when transactions are entered in Amicus Cloud.
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Note: Unlike the QuickBooks Desktop version, QuickBooks Online does not use the term “jobs.” (Jobs are the QuickBooks desktop equivalent to Amicus Cloud files). Instead, it uses the term “customers.” With Amicus Cloud and QuickBooks Online integration, the link is between Amicus Cloud primary clients and QuickBooks Online customers. |
At the time of setting up your Amicus Cloud and QuickBooks Online integration you may already have clients and files in Amicus Cloud and/or customers in QuickBooks Online. During initialization (configuration and first exchange) the following records are exchanged.
Amicus Cloud |
Exchange direction |
QuickBooks Online |
| Primary clients on non-closed files |
|
Customers |
| For opening balances: |
|
|
Invoices |
|
Service Item |
General Retainer |
|
Service Item |
(balance only) |
||
| For entries after startup date: |
|
|
Invoices |
|
Service Item |
Payments |
|
Service Item |
Write Off |
|
Service Item |
Trust Receipt (optional) |
|
General Journal |
Trust Check (optional) |
|
Service Item |
Subsequently, the Link exchanges new information from Amicus Cloud to QuickBooks Online only.
| Amicus Cloud | Exchange direction | QuickBooks Online |
Primary Clients |
|
Customers |
Invoices |
|
Invoices |
Fees, Expenses and Tax |
|
Service Item |
Payments |
|
Payments |
Trust Receipts (optional) |
|
Journal Entry |
Trust Check (optional) |
|
Check to print\Journal Entry |
● QuickBooks Online Link - Initialize it
● QuickBooks OnlineLink - Use it
● QuickBooks OnlineLink - What does it exchange?
● Importing QuickBooks customers into Amicus
Amicus Cloud (July 2023)
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