License Agreement
This article presents the features available in the Ultimate plan of XTRF Translation Management System. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Translation Management System and gain access to the additional features, contact your XTRF Customer Success Manager.
Target audience: Home Portal's users
You can integrate XTRF Platform with QuickBooks. In order to configure the integration, you do not have to configure QuickBooks Online itself. To enable the connection between XTRF Platform and QuickBooks, it is only necessary to modify settings in the Basic Configuration of the Home Portal.
Configure the Integration Between XTRF Platform and QuickBooks
This guide shows how to configure the integration between XTRF Platform and QuickBooks. To do so, perform the following steps:
Sign in to the Home Portal of XTRF Platform. | |
Go to Configuration menu. | |
Go to Integration > QuickBooks Online. The settings menu appears. | |
In the Main Settings tab click Edit button. | |
Check the QuickBooks Online Integration Enabled option. The settings menu expands. | |
In the General Settings section:
| |
Click Connect to QuickBooks button. A pop-up window (or a new tab) opens. | |
Click Authorize. (You may be asked to sign in to QuickBooks Online first.) | |
Close the pop-up window (tab), go back to XTRF and make sure to click Save. | |
In the Clients section, select whether the integration should synchronize XTRF Clients to QuickBooks. Further settings in the Clients section are visible when Synchronize Clients option is checked. By default, the option is checked.
| |
In the Vendors section, select whether the integration should synchronise XTRF Vendors. Further settings in the Vendors section are visible when Synchronise Vendors option is checked. By default, the option is checked.
| |
Once you are done, click Save button at the bottom of the page. | |
Go back to General Settings section. Click Periodic Job button. (Alternatively, go to Integration > Periodic Jobs in the XTRF Configuration menu.) | |
Click Add to create a new entry. An Add page for Periodic Jobs opens. | |
In the Type filed, select QuickBooks Online Synchronization from the list. | |
Click Save. A Periodic Job configuration page opens. | |
In the Execution Configuration section, set up when and how often the synchronization should be performed. | |
Once the synchronization is performed, you will be able to see the statistics and logs in the Job Statistics section. | |
Click Run Periodically at the bottom of the page to confirm. |
See also: Field Mapping between QuickBooks Online and XTRF.