QuickBooks Online Interface Setup

Field

Description

Company Code

QuickBooks Online - Locating your Company Code

App Token

Pre-Populated

Consumer Key

Pre-Populated

Consumer Secret

Pre-Populated

Export Customer Address Override

Include on Invoice

Information to include in the "Description" text column on the QuickBooks invoice.

Client name on non-private invoice	Include the client's name in the invoice when the invoice is paid by a third-party. This may be particularly helpful when multiple clients may be on a single invoice for a third party payer.
Client name on private invoice	Include the client's name in the invoice when the invoice is privately paid (the client is the payer).
Billing Type	Include special Billing Type (i.e. Holiday, Overtime) in the description where applicable.
Call Type (Service) Description	Include the Call Type (Service) name in the description.
Include Schedule Date	Include the start date of the schedule in the description.
Include Start and End Time	Include the start and end times of the schedule in the description.
Include Caregiver Name	Include the caregiver's name in the description.

Billing Options

Include Class on Invoice
Set 'Invoice needs to be Printed' to Yes	Mark exported invoices in QuickBooks Online as needing to be printed. If you print invoices within Companion, uncheck this option to mark exported invoices as already printed.
Switch Payer to Client
Export Live-In as One Unit	Export Live-In records as one unit at the full amount. If this option is not checked, the exported invoice will show the actual hours.

QuickBook Class

Call Type (Service) Nexus

Link Call Types (Services) in Companion to Service Items in QuickBooks (required for export).

Extra Charge Type Nexus

Link Extra Charge types in Companion to Service Items in QuickBooks (required for export).