OVERVIEW

Once a Qvinci Entity has been created, the Entity Syncer for that Entity can link and sync their QuickBooks Online (QBO) data file.

Sometimes, a single QBO file contains multiple store financials separated by Locations or Classes. Qvinci allows you to sync each Location or Class as an individual Entity so each store’s financials appear separately.

Note: Only users with QuickBooks Online Master Admin or Accountant-level credentials can connect QBO data to Qvinci.

Each Qvinci Entity can have only one Entity Syncer, who is responsible for syncing its file(s).
(See section on Users and Permissions for more information.)

Video Tutorial

LINK QUICKBOOKS ONLINE BY CLASS OR LOCATION

 The Entity Syncer logs into their Qvinci account at web.qvinci.com. 

 From the left menu, click Manage > Entities.

 In the left-hand column, select the Entity you wish to sync QuickBooks Online data to.

 Under the QuickBooks Online section, choose By Class/Location as the reporting option for this Entity.

 Click Add a New QuickBooks Online File.

Log into the QBO file using Master Admin or Accountant-level credentials. If already logged in, you’ll be directed to the QBO connection screen.

 Click the green Connect button to authorize the link.

If both Classes and Locations are enabled in your QBO file, both options will appear.
Select the desired Class or Location to link to the chosen Qvinci Entity.

Note: All QBO Locations must be on the same tier level. Linking across tiers can result in double accounting.

Selecting a tier assigns that QBO Location/Class to the Qvinci Entity you chose in Step 3.

Align the desired budget for each fiscal year. If budget data doesn’t exist, leave it blank and click Save to continue.

You’ll return to the Qvinci dashboard while the QBO file syncs. Sync time is typically under 1 minute.  To confirm sync status, refresh your browser and check the "Last Sync" timestamp on the page.

LINK ADDITIONAL QUICKBOOKS ONLINE BY CLASS/LOCATION

Go to Manage > Entities.

Select the desired Entity in the left-hand column.

Under QuickBooks Online, choose By Class/Location as the reporting option.

 The previously linked QBO file will appear in a green box. Click that file to connect more Locations/Classes from the same file or click Add File to connect a new QBO file.

 If you add a new file, follow the authorization steps to connect it. If you select the existing file, you’ll be taken to the tier selection screen.

Select the desired QBO Location/Class tier to link.

Note: All Locations/Classes must be on the same tier level to avoid double accounting.

Selecting a Location/Class assigns it to the Qvinci Entity you selected in Step 2.

Align the desired budget for each fiscal year. If no budget data exists, leave it blank and click Save to continue.

You’ll return to the Qvinci dashboard while the file syncs. Sync time is typically under 1 minute. To confirm, refresh the File tab at the top center of the screen.

**To link additional Locations or Classes within the same QBO file, simply repeat Steps 1–8.

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