It is not possible to modify taxes and finance accounts in Scoro if the QuickBooks integration is active. Note! Chart of accounts and tax rates are pulled automatically from QuickBooks when a connection is successfully established. To do this, select the company you want to link and then click the blue Authorize button. In your QuickBooks account, you will need to authorize Scoro in order to access information in QuickBooks. If not, you will be prompted to log in to QuickBooks first. If you are already logged in to QuickBooks, select the organization and authorize the integration. Note! The connection between QuickBooks and Scoro accounts cannot be activated, if there are unmatched currencies between the systems.Ĭlick on the button Connect to QuickBooks. To connect your QuickBooks account with Scoro, go to Settings > Site settings > Integrations, switch on and click on QuickBooks. For historic data migration please contact our Support Team.The QuickBooks integration is available in Pro and Ultimate packages and works only with the QuickBooks online version.Once you've covered these basics, follow the step-by-step guide below to set up your integration and learn how Scoro and QuickBooks work together once they're connected. We recommend switching to QuickBooks Online.Before you start setting up your QuickBooks integration, read how the QuickBooks integration works with Scoro and what can be synced. To import your actual performance data into LivePlan in the future, you can continue to enter your data manually or switch to QuickBooks Online. Also, LivePlan never overrides your accounting data, so all of your past actuals will continue to exist in QuickBooks Desktop. Don’t worry, though your future Forecast entries will not be affected by this change. You can still view and edit the previously synced data manually. Any existing data from QuickBooks Desktop has stayed in LivePlan, but you are longer be able to sync new data. Intuit has created a very easy process for switching, which you can learn about here: Converting a QuickBooks Desktop file to QuickBooks Online What will happen to the QuickBooks Desktop data that you've already imported into LivePlan?Īs of April 30, 2022, you are no longer able to connect and sync with QuickBooks Desktop. If you do wish to transition from QuickBooks Desktop to QuickBooks Online, it is possible to convert your Desktop file to QuickBooks Online. How you can switch from QuickBooks Desktop to QuickBooks Online:
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