QuickBooks Integration
  • 23 Mar 2022
  • 3 Minutes to read
  • Dark
    Light
  • PDF

QuickBooks Integration

  • Dark
    Light
  • PDF

Overview

DoorLoop offers a full integration with QuickBooks Online (This is only supported for clients located in the US). This will allow you to sync your data from DoorLoop into QuickBooks Online (keep in mind this is a one way sync). This means QuickBooks Online can be used for accounting purposes if you would not like to use DoorLoop’s accounting features. Follow the steps below to get started:

The Steps

  1. Go to Settings on the left column
  2. Select QuickBooks Sync
  3. Toggle on Sync Data from DoorLoop to QuickBooks
  4. You may enter a start date to limit which transactions will be pushed to QuickBooks. Transactions after the start date will be pushed.
  5. Click Save
  6. You will then be brought to a page to log into your QuickBooks Online account
  7. Once logged in, you can navigate QuickBooks and find the synced DoorLoop transactions in your records

FAQ

How does DoorLoop sync the information over?

  • The first time the customer turns on the integration with QuickBooks, DoorLoop will sync all the transactions in DoorLoop. If a Start Date has been entered, only transactions dated from the Start Date onwards will be synced to QuickBooks.

  • Moving forward, each time a transaction in DoorLoop is created, updated or deleted, it will sync over to QuickBooks nightly.

  • As DoorLoop syncs transactions to QuickBooks, the other objects related to the transaction will also sync to QuickBooks.
    For example, if we sync a Lease Charge, then we will also create customers for the Property and Lease associated with the transaction, as well as Accounts and Items for each line item in the charge.

  • Each Property in DoorLoop is created as a customer in QuickBooks. All DoorLoop leases are then added as sub-customers (jobs) for the property. We also sync DoorLoop properties to QuickBooks as Classes. See below how to enable that as well. If you already have your properties entered as classes in QuickBooks, make sure your DoorLoop property names match these Class names exactly.

  • Due to limitations with how QuickBooks handles their data, the integration is one-way only. Meaning, only data from DoorLoop will sync to QuickBooks. Data from QuickBooks, whether its new transactions or changes to existing transactions, will not sync back to DoorLoop. Moreover, if you make changes to transactions in QuickBooks that were created by DoorLoop, they will get overwritten by DoorLoop if the transaction is updated in DoorLoop again.


Considerations prior to turning on the integration

  • Consider using a “Start Date” so that DoorLoop doesn’t sync historical information that may have already been entered into the customers QuickBooks account.

  • If you already have your charts of accounts set up in QuickBooks, it is highly recommended you make sure that the account names and types in DoorLoop match those that are in QuickBooks.
    DoorLoop will avoid creating new accounts in QuickBooks if another account already exists with the same type and name.

  • Avoid duplicate account names within DoorLoop. For example, if you have both "Water" expense and revenue accounts, give them different names, such as "Water expense" and "Water revenue."

  • DoorLoop will leverage QuickBooks Classes in order to allow you to run reports for each individual property separately. This is supported only in the QuickBooks Online Plus edition and above and must be turned on. Follow the instructions here to turn it in:
    Turn on class tracking in QuickBooks Online
    IMPORTANT → Make sure to select under Assign classes, select One to each row in transaction.


Are there any limitations to data that can be pushed over?

QuickBooks was not built specifically for property management, therefore there are a few limitations on how data can sync over:

  • QuickBooks does not support allocating payments on individual line items for invoices and bills. Therefore, even though in DoorLoop you can specify which line items to allocate each lease and vendor bill payment, QuickBooks does not support allocation by individual line items, and therefore the allocation will be on all line items of a specific charge or bill.

  • QuickBooks does not support negative bank deposits. Sometimes DoorLoop creates a negative deposit, for example for returned payments. When that happens, you will need to create it as an Expense in QuickBooks once it hits your bank account.

  • If you create deposits within QuickBooks, and link DoorLoop transactions to those deposits, and then create a deposit in DoorLoop and link the same items, the DoorLoop deposit will fail to sync as QuickBooks will not allow us to link a previously deposited item to a new deposit transaction.


How are objects mapped between QuickBooks and DoorLoop?

We mapped each DoorLoop object to the closest possible object in QuickBooks. See the chart below to see how the data gets mapped:

Screen Shot 2021-09-30 at 4.32.50 PM.png


Was this article helpful?

What's Next