Setting Up the QuickBooks Online Integration

The QuickBooks Online integration allows employee time and work order invoices to be sent from Janitorial Manager.
This is a one-way integration from Janitorial Manager to QuickBooks Online. JM can send data to QBO, but QBO cannot send data to JM.

Enabling the Integration	Troubleshooting
Deauthorizing & Reauthorizing	Integration Endpoints
Mapping Employees & Locations
Removing Mapping

You must be logged in as a QuickBooks Online user with admin permissions to enable or reauthorize the integration.

Enabling the Integration

In the web portal, go to the Gear icon > Manage Account.
Select the QuickBooks subtab.
Select Authorize.
A popup will open in a new window. In the popup, select Connect.
Once authorized, mapping data will appear below.

Deauthorizing & Reauthorizing

Deauthorizing

On the QuickBooks subtab, Select Deauthorize.
Confirm that you'd like to deauthorize the integration.
Choose to either keep or clear mapping.
- If you choose to keep mapping, data will already be mapped if the integration is reauthorized.
- Removed mapping cannot be recovered.

Reauthorizing

On the QuickBooks subtab, Select Reauthorize.
In the popup, sign into QuickBooks Online.
If Janitorial Manager is still added as an App in QuickBooks Online, the integration will reconnect.

Mapping Employees & Locations

Mapping determines where information from Janitorial Manager connects in QuickBooks Online.

Once Authorized, the number of unmapped System (Janitorial Manager) and QuickBooks items will be visible.

Clients and locations can only be mapped 1 to 1. Janitorial Manager cannot send data to unmapped items.

Click Map Data for Clients or Employees.
Click the QuickBooks Value dropdown and choose the equivalent customer/employee.
Mapped items will be removed from the table.

Contractors/1099s in QuickBooks cannot be mapped to employees in Janitorial Manager.

Removing Mapping

Select Remove Mapping.
Select Remove in the Actions column to unmap an item.
- To unmap in bulk, select one or more checkboxes next to an item then Remove Selected.

Troubleshooting & FAQ

Question: Why don't I see all my QuickBooks customers/employees in the dropdown?

Answer: Inactive customers/locations cannot be mapped. Please reactivate any customers/employees in QuickBooks before mapping.

Question: My company employs subcontractors. Why don't I see my subcontractor names when mapping employees?

Answer: Users added as Contractors in QuickBooks cannot be mapped. The user must be added as an Employee in QuickBooks.

Question: I accidentally mapped a Janitorial Manager item to the wrong QuickBooks item. How can I fix that?

Answer: On the QuickBooks Online mapping screen, select Remove Mapping. This screen allows you to view and reset mapped items.

Question: I received a connection error from QuickBooks Online when trying to enable the integration.

Answer: The QuickBooks Online popup should include additional details on the error. Follow the instructions provided by QuickBooks Online before attempting to reintegrate.

The most common connection error is below:

You need admin permissions to connect this app to your company. Contact the admin of your company for help.

To resolve this error, log in as a QuickBooks Online user with admin permissions to enable the integration.

Integration Data Endpoints

Locations

Janitorial Manager Field	QuickBooks Online Field
QuickbooksId	CustomerId

Employees

Janitorial Manager Field	QuickBooks Online Field
QuickbooksId	CustomerId

Work Orders

Janitorial Manager Field	QuickBooks Online Field
QuickbooksId	CustomerId
CompletedDateTime	TxnDate
RequestedDateTime	ShipDate
InvoiceNumber	DocNumber
InvoiceNumber	PONumber
ServiceRevenue	Balance
ServiceRevenue	TotalAmt
ServiceTypeDescription + Notes	Description
ServiceRevenue	Amount

Timekeeping

Janitorial Manager Field	QuickBooks Online Field
QuickbooksId	CustomerId
EndTime.Subtract(StartTime).Hours	Hours
EndTime.Subtract(StartTime).Minutes	Minutes
Date	TxnDate
HourlyWage	HourlyRate
LocationName	CustomerRef.Name
LoctionQuickbooksId	CusromerRef.value
EmployeeName	AnyIntuitObject.Name
EmployeeQuickbooksId	AnyIntuitObject.Value

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.