Accounting Integration

Accounting Integration and Payroll Integration are optional services offered by QSROnline. If you are interested in learning more about Accounting and/or Payroll Integration, please contact your account manager. Please refer back to your proposal for pricing details.

By integrating with your accounting software, QSROnline can import your sales journal entries and invoices directly into your accounting software, saving you time and hassle. We also offer customizable journal entry formats and automated ordering based on sales and usage.

QSROnline integrates with most major accounting systems. For a list of our accounting partners, please click here. If you do not see your accounting company on our list of partners, don’t worry! We can create custom files to match your specific accounting software.

What is needed for Accounting Integration:

For every journal entry QSROnline will need the following items:

  • Sample of a Daily Journal Entry (for a single day)
  • Daily Sales Report from the POS System (same date as Daily Journal Entry)
  • Copy of the Chart of Accounts

Required Documents by Accounting Integration

QuickBooks
  • Backup of your QuickBooks File (QBM type) sent to http://www.qsronline.com/customerupload.htm
    • Steps to saving a Backup of your QuickBooks
    • Click File, then Save Copy or Backup
    • When you see Type of file to save, select Portable company file, then click Next (saving locally or online, select Local backup, then click Next)
    • To save, select Save it now, then click Next
      Save a copy to your Desktop, then click Save
    • QuickBooks warning, click Use this Location, then click Ok
  • Username and Password (if the file is protected)
 
QuickBooks Online
  • QuickBooks Online Administrative Log-in information (username/password)
Intacct
Accessing the data Intacct needs to supply:
  • Intacct login CompanyID
  • Intacct Username that accesses via the XML gateway
  • Intacct login Password

Other Accounting Software

  • A sample format that displays the layout and information needed for the file upload.

See the article Before you start your Accounting Integration for more information.

Updated on June 10, 2019

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