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# Using the QuickBooks Integration

||| QuickBooks Online inventory module **MUST** be enabled/purchased to send across Expense Items

Having a direct connection between your TMS and Accounting software is critical to knowing the true picture of what is going on in your business.  In Pegasys, this is can be done simply by connecting to Quickbooks Online, and moving your data between the two systems.

**Connecting to Quickbooks Online**
1. Ensure the QuickBooks app is installed through the Pegasys marketplace
* This app is installed by default for all new accounts
2. Click **Tools** along the top navigation bar
3. Click **QuickBooks**
4. Click **Connect to QuickBooks** and authorize Pegasys as a trusted application to your account

**Mapping**
1. **Accounts** map your Pegasys accounts to your QuickBooks accounts
2. **Expense Items** are mapped to QuickBooks online services. This allows us to record transactions in greater detail
* To create services within QuickBooks online click `Gears > Products and services > New > Services` and ensure **I sell this product/service to my customers** is unchecked
3. **Revenue Items** map your Pegasys revenue items to your QuickBooks revenue items
4. **Taxes** will only appear if your business is outside the  United States

**Settings**
You will see settings along the bottom of your mapping screen for:
1. **Send Bill Reference Number as Doc Number** - Will send across the Reference number on the Pegasys Bill instead of the default `Shipment {Number}` or `Dispatch {Number}`
2. **Send Bill Payment Reference Number as Doc Number** - Will send across the Reference number on the Pegasys Bill Payment instead of a blank default value

**Sending across Payments**
Payments will only become available to send across once the corresponding Invoice/Bill has been sent across.

**Changing Customer/Vendor mappings**
You can change your customer/vendor mappings by click the **Gears** icon on the QuickBooks online navigation bar once you are logged in within Pegasys. 

**Classes**
Classes are automatically applied and sent across to QuickBooks online. You can change your by click the **Gears** icon on the QuickBooks online navigation bar once you are logged in within Pegasys. 

|| Modifications to Invoices and Bills will trigger them to once again reappear to send across to QuickBooks online. Sending the record across will update the same record within QBO.

**Disconnecting from QuickBooks Online**
For your security, you will be automatically logged out of your session between Pegasys and QuickBooks after 2 hours, but can also disconnect by using the gear icon at the top of the QuickBooks page. 


| https://www.youtube.com/watch?v=3jU4iEELE24