Quickbooks integration with keka PSA

Introduction

Integrating QuickBooks with Keka PSA helps automate your financial operations by synchronizing key billing and invoicing data between the two systems. This integration streamlines processes such as invoice generation, tax handling, and payment reconciliation saving time and reducing errors.

Step by Step instructions

Initiate the Connection

1. Go to the Apps section in Keka.

2. Search for QuickBooks and click on it.
   
   

3. Click Add Connection.
   
   

Authenticate and Connect

4. Select the billing entity from the dropdown and click Continue.
   
   

5. Enter your QuickBooks email and password, then click Continue.
   
   

6. Choose your company from the dropdown and click Next.
   
   

Configure the Setup

7. Once the connection is established ,Click Setup under project to begin mapping invoice data.
   
   

• Map invoice line items from Keka to the correct Product or Service types in QuickBooks to ensure accurate classification.

• Fields like charges, payments, taxes, payment terms, and credit notes are automatically mapped and cannot be customized.

• Every line item in a Keka invoice must be mapped to a corresponding QuickBooks product/service.

Match Fields and Finalize

8. Match each QuickBooks field with its corresponding Keka field.

9. Click Save to complete the setup.
   
   
   
   
    

10. The integration is now complete.
    
    
     

What Happens Next

Once integration is complete:

• Invoices from Keka are pushed to QuickBooks automatically.

• Tax codes and payment terms are synced from QuickBooks to Keka.

• Payment statuses from QuickBooks update automatically in Keka, enabling smooth reconciliation.