On October 25th, 2018 we released our next version of QuickBooks Online (QBO) integration. If you already have QBO connected to Pulse, you don't have to do anything; the new integration is already set up and we have synced your QBO data with Pulse.
If you haven't connected QBO to Pulse yet, you can do so by visiting your Settings, then click "Financial Accounts" in the right sidebar and then click the green "Connect" button.
Our first QBO integration only pulled in your actual cash on hand from your QBO account and showed you that number in a gray bar in your Cash Flow by Month view. We have now added the capability to sync the previous three months of QBO transactions directly to Pulse so that you can see more details about your cash on hand according to QBO.
You'll notice the layout of your Cash Flow by Month view has changed a little bit. Now, the transactions you've entered into Pulse are all inside a table titled "Pulse Cash on Hand". Below that table, there's a new table titled "QuickBooks Cash on Hand" that will contain the past three months of QBO transactions grouped by type.
Pulse fetches the following types of transactions from your QBO account:
- Sales Receipt
- Bill Payment
- Bill Payment (Credit Card)
- Bill Payment (Cash)
- Bill Payment (Check)
- Cash Expense
- Credit Card Expense
- Vendor Credit
- Credit Card Credit
- Sales Tax Payment
- Payroll Check
Effects on Historical Pulse Entries
If you've been using Pulse for awhile, you'll have many transactions in the past that may conflict with the data you are now able to pull in from QuickBooks. To fix this, locate the checkbox at the bottom of the right sidebar on your Cash Flow by Month view. You'll see the option to "Exclude past Pulse entries from Total Cash on Hand". This means that Pulse will only calculate entries with dates in the future into your "Total Cash on Hand" numbers.
You'll also see this checkbox on the Reports > Income and Expense Report. The QBO Cash on Hand is still represented by a gray line, and your Pulse Cash on Hand is still represented by the blue Pulseline. You can exclude those past entries here as well to maintain a more accurate picture of your total cash on hand.
You can now manage which QBO accounts show up in your Cash Flow and Report views inside of your Settings. Go to Settings, then click "Financial Accounts" in the right sidebar. Then click "Edit" next to your connected QBO account. You'll see the option to enable and disable individual accounts and assign colors to them.
Color-coding your QBO accounts helps make the Cash Flow by Month view easier to scan for entries, since sometimes there may be several entries within one transaction type.
Syncing QBO Data
To pull in the latest data from your QBO account, simply click "Sync Entries" at the bottom of the QuickBooks Cash on Hand table.