Connecting Fergus to QuickBooks allows you to streamline your purchases and sales for seamless accounting.

This article will walk you through:

With this QuickBooks integration, you can allocate payments received in QuickBooks directly to invoices created in Fergus.

When a sales invoice is created in Fergus, it's automatically sent through to QuickBooks and as a full invoice with the same line items. If you then assign a payment or credit to the invoice in QuickBooks, this will sync back into Fergus automatically.

You can also import your QuickBooks customers into Fergus.

Please note our QuickBooks integration is currently unable to import your supplier contact list or supplier invoices/credits to Fergus.

Assuming you already have a QuickBooks account, follow the steps below to connect Fergus to your QuickBooks account.

Fergus can pull your QuickBooks customer list through to Fergus to then be used when creating future Fergus jobs. This is done from either the QuickBooks Settings page or your Customers page.

Importing Customers via the QuickBooks Settings page

Importing Customers via the Customers page

The tax codes you map to in QuickBooks must have the same tax rate you've set up in Fergus.

If you're unsure about what to enter into these fields, have a chat with your accountant or business consultant.

To set up new Tax rates or edit existing Tax rates, navigate to your QuickBooks Settings (Fergus Settings > Integration Centre > QuickBooks) and view the Tax Types section.

From there, either press the Add New Tax Type button to add a new tax type or press Edit on any of the existing tax types to adjust them.

To configure your sales account codes, navigate to your QuickBooks Settings (Fergus Settings > Integration Centre > QuickBooks) and view the Sales Account Codes section.

By default, there will be two sales account codes: Material Sales and Labour Sales.

You can add new codes by pressing the Add New Account Code button and edit existing codes by pressing the context-menu (⋯) on each line.

Each invoice in Fergus will automatically be sent to QuickBooks once it's approved.

You can confirm whether an invoice has been sent to QuickBooks in the Customer Invoice Report. Invoices successfully received by QuickBooks will have a green cloud icon on the right while invoices that failed will have a red cloud icon.

You may like to send an invoice to QuickBooks manually if the invoice was approved before your QuickBooks integration was set up or if it has a red cloud icon in the Customer Invoice Report.

To manually send an approved invoice to QuickBooks:

Note: Invoices can only be linked to one accounting package. i.e. if you've already sent an invoice to another accounting package such as Xero, you won't be able to send it to QuickBooks.

To see if an invoice in Fergus has been marked as paid due to a payment being assigned to it in QuickBooks, open up the invoice and view the Payments button.

In the pop-up window that appears, each payment will be listed. Any payments that come from QuickBooks will have a green QuickBooks logo next to it.