Hi, please follow these steps to test the Datamolino / QuickBooks online integration.
Datamolino helps businesses and bookkeepers automate their data entry. We make usable data out of digital or scanned purchase bills and receipts. This eliminates manual data entry to accounting software such as QuickBooks. It is simple and people love it!
2. Login to Datamolino with the test account
We have created test accounts for you in Datamolino with documents ready for export. You can continue your testing by using these accounts and connecting them to your test QuickBooks company.
Before you start:
Please make sure that you have UK company in your QuickBooks account
Please make sure that your company is VAT enabled to test the full functionality
Please make sure that you have some suppliers created in your QuickBooks company to test if we fetch your supplier list
Please make sure you have a valid chart of accounts and taxes so you can make a valid export into Expense transactions - BILL
Below we describe the standard ways how users can create a Datamolino account and connect it to QuickBooks from the very first step.
3. Create an account in Datamolino / Connect to QuickBooks
Use Single Sign-on to create a Datamolino account from inside QuickBooks
Inside the 'Apps' in your QuickBooks company, search for Datamolino and click 'Get app now'
You will be automatically redirected to Datamolino Terms of Service
After agreeing to them, Datamolino will ask for additional details and guide you through the creation of your first folder (the equivalent of QuickBooks company)
Datamolino automatically connects the folder to your QuickBooks company
Important note: To create a Datamolino account by using QuickBooks Single Sign On, your email in QuickBooks company has to be verified.
Connect to QuickBooks directly from Datamolino
You can create your Datamolino account via our signup page.
Once your account is confirmed, log in to Datamolino at https://app.datamolino.com
You can create a new folder and follow the wizard or create a connection by clicking on 'Connect folder'.
Continue through the connection wizard
Your folder is now connected! Perfect!
Please note: In Datamolino, you can also connect multiple folders to the same QuickBooks company.
4. Login to Datamolino
There are three ways how you can login to Datamolino:
You can access Datamolino app from within QuickBooks once the app has been connected to your account
Using 'Sign in with Intuit' button on Datamolino login page (https://app.datamolino.com)
Using Datamolino credentials to access the app
5. Refresh or Disconnect
If you added some new data to your company, you can refresh the QuickBooks connection at any time by clicking on the export button dropdown arrow and choose 'Refresh'. You can also use this menu to disconnect Datamolino from QuickBooks.
6. Export from Datamolino to QuickBooks
In your test account, there are documents that are ready for export.
In the document detail:
Pair the captured supplier name with a contact in QuickBooks - this is to prevent duplicates in case the name on the invoice is a bit different from the display name of your QuickBooks contact.
Alternatively, create a new supplier in QuickBooks directly from Datamolino.
Datamolino remembers the pairing for future use. So this is a one-time user action for each supplier bill.
Choose a ledger account, tax code (customer and class if available in your QuickBooks). This will be added to the Bill data.
The 'tax code' is used to calculate the NET and TAX in QuickBooks from the TOTAL that is highlighted. (QuickBooks API does not support the calculation of tax from the TOTAL). The ledger account, tax code, customer and class are pulled in from QuickBooks.
Click 'Save changes and then click 'Export'
The document is now in your QuickBooks! Congrats!
Review the export in QuickBooks Online
Datamolino creates Bills in the 'Expense Transactions'.
The bills in the test account have GBP currency. QuickBooks allows creating Bills only in the currency of the Supplier. Make sure your suppliers are set to the currency that you are trying to export (this is GBP by default if your home currency is GBP, if you do not use multi-currency than we export in home currency for everyone).