10. Setting up the QuickBooks Link

Prerequisites

You'll need:

• a Recycly account with access to the Settings Area of Recycly
• a QuickBooks user with "Admin" access, in order to connect the Recycly integration to your QuickBooks database

1. Connect to your QuickBooks account

First go to Settings -> Companies, QuickBooks Connector tab, and click the "Connect to QuickBooks" button

Sign in as your normal QuickBooks user

You may be asked to authorise the Recycly Integration application. Click the appropriate button to authorise it.

Once complete, you should see the below message:

Close the browser tab to return to your Company page, and press the Refresh button in your browser to update it.

You should now see your QuickBooks company name, and the sync status fields, like the below:

2. Configure Document Numbers

Now you need to decide if you want QuickBooks or your Recycly system to be the master of your Invoice / credit note numbers.

If you want QuickBooks to be the master of your document numbers, you must disable the "Use Custom Transaction Numbers" setting in QuickBooks, to ensure it generates them for you

3.a Disabling the "Use Custom Transaction Numbers" setting in QuickBooks

This step is needed if you want QuickBooks to create / maintain your document numbers (invoice numbers, credit note numbers)

Log in to your QuickBooks system, and click the Settings button, then "Account and Settings"

Then under the Sales option, switch off the "Custom Transaction Numbers" option

This will ensure that QuickBooks generates new Invoice / Credit numbers for you.

3. Sync Initial QuickBooks data

You can now use each of the "Sync Now" buttons to load the current data from QuickBooks

• Sync Customers & Account Balances
• Sync Products & Services
• Sync Tax Codes
• There is no need to sync the invoice payments at this stage, as you have not pushed any invoices to QuickBooks yet. This is also done automatically.

After each sync, you should receive a success message, like the below: