Connect Pet Sitter Plus to QuickBooks Online

Modified on Mon, 22 Apr 2024 at 04:52 PM

Connecting Pet Sitter Plus to QuickBooks Online provides a seamless sync of all financial client transactions directly into your QuickBooks Online account. 


The integration copies data such as client information, itemized invoices and associated payments from Pet Sitter Plus to QuickBooks. Pet Sitter Plus is therefore perfect for clients who want to save time and money by having their QuickBooks Online account automatically updated.


Important:
  • The integration isone way only." When Pet Sitter Plus is synced with QuickBooks Online, data such as client information, itemized invoices and associated payments are copied from Pet Sitter Plus to QuickBooks, not the other way around.
  • Financial transactions can be synced as far back in time as required in batches of 300 from the chronologically oldest sync date.
  • Pet Sitter Plus can only be connected to one QuickBooks Online Integration. If you want to disconnect a QuickBooks online integration and reconnect to a different QuickBooks instance, you will need to Contact Support.
  • Pet Sitter Plus can only integrate with QuickBooks Online Plans for Essentials, Plus and Advanced. The Self Employed and Simple Start Plans will not be able to Integrate with Pet Sitter Plus.


How do I enable an Admin to connect to QuickBooks Online?


Important: Only Staff with Admin permissions can connect to QuickBooks Online. 

Admin staff must have “Accounting Systems” enabled on their “Interface permissions” menu to connect to QuickBooks Online.
Navigation: Admin > Staff > Interface Permissions


  • Switch ON "Accounting Systems"
  • Click "Update."

Enable an Admin to connect to QuickBooks online in dog walking software


How do I Connect to QuickBooks Online?

Navigation: Connect > Accounting Systems > QuickBooks


Step 1

  • Click on "Connect to QuickBooks."

Connect Pet Sitter Plus to Quick Book in dog walking software


Step 2


  • Sign into your QuickBooks Online Account

Sign into QuickBooks Online from Dog Daycare Software

Step 3

  • From the "Search for a Company" drop down menu, select your QuickBooks Online Account name.

  • Click "Next."

Select QB company to integrate with Pet Sitter Plus in dog walking software


Step 4

  • Read connectivity statement, including clicking on "Show details about data."
  • Click "Connect."

Connect and integrate Pet Sitter Plus to Quick Books in Pet Care software


  • When connected, the following message confirming a successful connection will be displayed:

QuickBooks Online connected to Pet Sitter Plus in Dog Daycare Software

 

Successful integration of Pet Sitter Plus to Quick Books in Homeboarding software


Info: Further reading:

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