These settings will apply only to contractors, as EOR expenses cannot be set as recurring expenses and must always include an attachment You can choose if you want Deel to automatically sync invoices to QuickBooks once you have paid your employees, or if you want to do it manually. Make sure that you have set up your custom field before and note that changing field options will necessitate reviewing mappings in the integration settings.
#Quickbooks help desk integration update
You can mass update the custom field values on your contracts so that you do not have to modify each and every contract manually. You will need to set up a custom field for your "group" and assign a value of the list options to each contract that is concerned This will allow you to set up a "grouped mapping."įor example, you can create a mapping that is unique to all vendors only in one department or a mapping that is unique to only one vendor. You can easily map expense accounts with your custom field values in Deel. You can set up a custom fields list for Class in your Organization Settings.
The integration only supports custom fields that are in the form of a list. The class selected in the tracking category mapping will then be displayed in the Class field of the invoice line item in QuickBooks. Please note, only one tracker category can be set up. To add additional granularity to your transaction items, you can associate custom field options in Deel to classes in QuickBooks. This is how synced invoices appear in QuickBooks: When an invoice is synced, Deel will add a link to the QuickBooks bill inside your Invoice tab Select the invoices and click Sync Invoices You can check the Select all box, or manually sync individual invoices. You can view all unsynched invoices and see the paid date and amount.
You can drag and drop QuickBooks Expense Accounts to match them to corresponding Deel invoice types. To map your expenses, select Per adjustment type and click start mapping. If you want to use One Account For All your expenses, choose from the drop-down list of available QuickBooks accounts.Īdvanced users may choose to map different expense types in QuickBooks to Deel. You can start creating specific mappings and save your work for later.īills will only begin syncing once you’ve enabled this module and only for the entity you have connected. You need to configure expense account mapping to enable this module. If you employ EOR employees, you need to select a vendor for each Deel EOR entity.ĭeel can automatically sync bills and bill payments into QuickBooks. You will need to select or create a vendor for Deel billing invoices. We recommend that you choose to select all to mass link your contractors, but you may manually select individual contractors if you wish.ĭeel will create a new vendor for you for those that do not have an existing vendor listed in the accounting system. You can see the list of contractors that are not linked and then click Link to Vendors
You can click View List and decide if you want to link or unlink them to vendors. This section allows you to manage independent contractor vendors in your accounting system. Contractors will appear as individual vendors in QuickBooks EOR employees will appear as one Deel EOR vendor per country. You need to set up this module to unlock bill payments and document syncing because bills require a vendor.ĭeel can create new vendors for contractors as soon as contracts are countersigned if they don't exist in Quickboks. Vendors must be set up to sync invoices to your QuickBooks.ĭeel fully automates the provisioning and management of vendors using email-based matching.
#Quickbooks help desk integration full
Our modules with QuickBooks offer a full range of features:Ī vendor is essentially any entity or individual selling a service, either a Deel contractor or a Deel entity for your EOR employees.
Please make sure to enable the correct modules depending on the contract types you are using. You can not undo the multicurrency setting once it is enabled on your accountĭeel offers separate modules for Independent Contractors and EOR employees.
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