If you have a Quickbooks Online account, or several companies that use QBO you'd like associated with specific Billing Profiles, you can sync your Omega Invoices and Payments to automatically update every night. We'll walk you through the steps necessary to get it set up.

First, sign in at app.omegaedi.com. It is important that you do not use your subdomain address (e.g. thebestglass.omegaedi.com) as Quickbooks will not be able to connect otherwise.

Once logged in, head to the Billing Profiles section under the Admin tab. Select the Billing Profile you'd like to configure (be sure to at least have your default/primary account configured). Under the Integrations tab you will see a green button to connect to Quickbooks.

After clicking it, a separate window will pop up from Quickbooks asking you to sign in. Follow the steps there and it will connect Omega to your Quickbooks Online account.

(Note: It's important that you do this step while logged in at app.omegaedi.com, as it will not authorize otherwise).

After connecting to QBO (Quickbooks Online) new fields will appear at the bottom of the Account Settings page. These map to values you have set up in QBO, so we recommend that you create some new items in QBO (listed as Products and Services) for them to map to. You'll want an item for Parts, Labor, and Adjustment.

This allows you to be able to track amounts for labor and parts in QBO, as well as any adjustments that get made to a job after sending the Invoice. The actual part SKU and description will come into QBO in the Description field.

For the Payments account, you'll want to make sure that it's from an "Undeposited Funds" or similar account in order for any refunds to be correctly accounted for.

The Tax Code that you choose from QBO will have all sales tax from Omega associated with it. The sales tax amount that comes into QBO will be identical to how it is listed in Omega.

Finally, you can choose from what date you want Omega information to be imported into QBO. Any payments received or jobs invoiced after the date you list (whether future or in the past) will be imported into QBO.

Extra Details

If you already have some Insurance companies set up in QBO, make sure that their name is identical to how you have it listed in Omega to avoid a duplicate entry being created in QBO.

Payment Methods can also be mapped to specific methods you have set up in your QBO account. To do so, go to Payment Methods under the Admin tab, and select the payment method you want. From there, click on the Quickbooks tab, and you can choose which payment account you'd like payments from this account to go to (if you want to change from the default, otherwise leave blank), as well as the Payment Method in QBO you want it to map to. Click Save, and all payments of this method will map to the one you have set in QBO.

If you want to have specific parts map to different Products and Services in QBO, you can change that by heading to the Items section under the Admin tab. Select the Item type you wish, then click on the Advanced Tab of the form. You'll see a field labeled "Quickbooks Item." There you can select for items of that type to map to a different product in QBO. Otherwise they will map to the default you set on the Account Settings page.

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