Quickbooks Online

1. Go to Event > Export > Event Export to QuickBooks Online Edition.

2. Log into your QuickBooks Online Account to initiate the connection.

3. Authorize Total Party Planner to share with QuickBooks Online.

Searching and Exporting Invoices

1. Go to Event > Export > Event Export to QuickBooks Online Edition.
2. To send an invoice to QuickBooks, complete the search parameters to retrieve and select an event.
3. Place a check in the box for the event to be exported.
4. In the grey box below, select the “Receivables Account” (From QB) and the account to send the “Deposit Payments To”.
5. There are three additional options to review before exporting:
   Export Non-Deposit Payments, Close Event (In TPP) after Export, and Export Taxes as Line Items (Tax will not be applied to the invoice in QB. It will be a line charge. Meaning, the balance will match, but the sales tax will not be applied to the invoice total in QB).
6. During the export process, you may be prompted to assign items to a specific income account. If so, apply the items to the appropriate “Income Account” accordingly.
   **If you are not sure which account to apply the items to, cancel the export and proceed to your Chart of Accounts in QuickBooks. Add or verify the Income Accounts as needed, then restart the export**. Next, the items will be created in QuickBooks.
   
7. The import process is complete. If there are no discrepancies, the status of the export will read “OK”. If the status reads “Warning”, there is a discrepancy. A message will display the conflict between the TPP and QB totals. This is usually caused by either a difference in tax value or the way a discount is applied and calculated.