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
In order to connect to your Quickbooks Online company file, you'll need to access the Quickbooks option found by clicking the 'Admin' menu on the navigation bar.



This will bring you to the page that provides you the ability to connect to your company Quickbooks file, by clicking the "Connect to Quickbooks" button.

After clicking the button, you will be prompted to enter your Quickbooks Online username and password.



Configuring Accounts
Once you've allowed Pegasys to connect to your Quickbooks Online account, you'll then need to point your accounts, revenue and expense items to their corresponding relationship in Quickbooks. If you're a business outside of the United States, you also have the additional step of setting up your tax configuration.
If your taxes are linked incorrectly, the total amount will not show correctly in Quickbooks.


You'll need to make sure that they're all mapped prior to transferring your invoices and bills.

Transferring Records
Across the top of the page, beside the green Quickbooks icon, you'll see a header for the different record types that you can send across to Quickbooks. After selecting the record type you'd like to transfer, the page will update displaying a list of the items available in the queue to push. It's as easy as selecting the records that you want to transfer, and clicking the "Send to Quickbooks" button. As you transfer the transactions across, the integration will look to see if the business exists in Quickbooks and link to it. If it does not exist, it will create a new record in Quickbooks for you automatically.

If there are items that you never want to send to Quickbooks, you can click the "Ignore" icon found right next to the "Select" button which will permanently remove that item from the list.


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.


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