QuickBooks Integration with Onespot
The QuickBooks integration allows you to sync payments and revenue data from your Onespot app directly into QuickBooks Online, helping streamline your accounting process. This integration is powered by Acodei, a trusted tool for connecting Stripe to QuickBooks
🎥 Watch the Acodei Quick Overview (1 min)
✅ Why use the QuickBooks integration?
- Automate your accounting: No need to manually enter each payment.
- Eliminate reconciliation headaches: Syncs directly from Stripe to QuickBooks.
- See everything in one place: From tuition revenue to fees, it’s all mapped and visible.
- Get organized faster: Quickly pull reports or audit transactions as needed.
🔧 How to Set Up the QuickBooks Integration
1. Enable the Integration
- From your app’s home screen, click the ⚡Lightning Bolt icon in the top-right corner to go to Admin Superpowers.
- In the Onespot Payments section, select Settings & Dashboard.
📝 Note: You might see a “14-day free trial” notice—just ignore it. Onespot covers any related costs for this integration.
2. Start the Onboarding Process
- Once installed, you’ll be taken to Acodei to complete the connection and configuration. You'll be guided through:
- Connecting your QuickBooks account
- Mapping accounts for revenue, refunds, and fees
- Choosing how customer names sync
Since accounting setups vary, we recommend referring to Acodei’s official documentation during this step:
3. Sync Transactions
After completing the account mapping and customer sync setup:
- You’ll be prompted to sync your 3 most recent transactions.
- These will actually be sent to QuickBooks immediately
- You can then go into QuickBooks > Sales > All Sales to verify that they came through successfully.
- Once synced:
- Click “Looks good” if everything appears correct.
- Then click “Finish Onboarding” to complete the setup.
📝 If you'd like to bring in more test data before finishing, you can do that too. Otherwise, just skip the sync and finish onboarding.
4. Pull Historical Data (Optional)
Once everything looks good:
- Click the "Pull Historical Data" button to import older transactions.
5. Manage Account Mappings
- Visit the Account Mapping tab in the QuickBooks dashboard at any time to adjust how Onespot data syncs into QuickBooks.
- You can split refunds, fees, and revenue into different accounts later as your setup evolves.
🔁 What the Integration Does
The QuickBooks integration includes:
- ✅ Automatic syncing of new transactions
- ✅ Tracking of Stripe payouts into your QuickBooks bank feed
- ✅ A dashboard to adjust account mappings at any time
- ✅ An option to import historical data
- ✅ Syncing of customer contact data (if enabled during setup)
🔄 Note: The integration currently supports Stripe-based payments only. Manual payments like checks are not yet included in the sync. Onespot is planning to release support for marking offline (manual) payments in a future update.
📞 Need Help?
If you're having issues or want to confirm your setup:
- Use the "Contact Support" button in the QuickBooks settings screen.
- Or reach out to us: contact@onespotapps.com