Watch this video to see how you can integrate your Fergus account with Intuit QuickBooks Accounting Software to manage and sync your supplier and customer invoices.
Transcript
Hi, it's Bryn here from Fergus. In this video, we're going to look at setting up the QuickBooks integration with Fergus.
To start, you'll need your quick book login details handy. These will be used to authenticate the connection with Fergus. head over to the Fergus Settings Page, then scroll down to the integration centre. select QuickBooks and then click on the Connect to QuickBooks button to get started. If there is a pop-up locked, please allow this as a one-off on the screen.
You'll be asked to enter your quick book account details and confirm you are happy to allow access to Fergus.
If you have two-step verification set up, then you will need to enter your verification code. Once this is done, You'll be taken back to the Quick Book Settings Page within the Integration Centre. You may now set up your tax codes. You can see the Fergus tax code and percentage, but you can also add new tax types.
You will need to map these tax codes to the tax code set up in QuickBooks, you will then see the Fergus default material sales and default labour sales codes. But you may also add new account codes. These account codes will need to match your codes in quick books. If you are not sure, reach out to your bookkeeper or your accountant. These will now make way for sales invoices from Fergus to be sent through to QuickBooks and payments or credits to sync back from QuickBooks into Fergus automatically.
There are a couple of other things we can look at first, the importing of customers to import your customers. Just click on the three dot button at the top right section of the page and then select import customers from QuickBooks. The import may take a few moments to complete, but you may just continue using Fergus.
Fergus recommends that you import from QuickBooks when starting out fresh because the two systems will only recognize exact matches and this will ensure the correct. Details are brought across. Lastly, there is also a disconnect QuickBooks option.
Again, select the three-dot button at the top right of the page and select Disconnect QuickBooks. Fergus will remember your settings if you disconnect and reconnect the same QuickBooks account, and it will allow you to select newly created sales and purchase accounts.
Thanks for taking the time to watch our video. if you have any questions, please contact us at support at Fergus dot com.