QuickBooks Online Interface Setup

Field

Description

Company Code

QuickBooks Online - Locating your Company ID

App Token

(This setup value will be pre-populated)

Consumer Key

(This setup value will be pre-populated)

Consumer Secret

(This setup value will be pre-populated)

Export Customer Address Override

Use the Address Overrides from Client/Payers' Billing Options when creating the address on an exported Customer's profile in QuickBooks.

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	Check if you use class tracking in QuickBooks to export classes on the invoice. Classes specified in the Payer's Billing Options will be populated in the Class column on the QuickBooks 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 an Invoice for a Third-Party Payer to the Client instead. Usefull for when you have your Clients in Hometrak matched to individual jobs beneath your QuickBooks Customer.
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

Maintain a list of your classes in QuickBooks for linking with QuickBooks class tracking. Any classes you wish to use on Clients/Payers in Companion must be listed here.

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).