The QuickBooks integration allows you to show practice-level and client-level information data pulled directly from QuickBooks, including your sales ledger, and client profit & loss and balance sheets.


Turning on the QuickBooks integration


Go to Settings > General settings > Extras to turn on the integration, then click Save at the top of the page.  



Once you turn on the integration, a new QuickBooks tab will be added to the General settings page.  





Using the QuickBooks integration


Quickbooks offers 2 levels of integration: practice-level, and client-level.


Practice-level


Practice-level is for when your practice uses QBO for your own accounting, so every client in Senta should correspond to a customer in QBO.


You will first connect Senta to your own QBO instance using the Enable practice-level integration option, and this will add a Sales ledger tab to every client in Senta.


Then, to connect each client/customer, you can either


  • Bulk add by clicking on Clients > Sync from QBO
  • Go into an existing client in Senta, and then Choose customer on the Sales Ledger tab


Once the client/customer link is created, the Sales ledger tab will then pull through real time info on outstanding payments.


Client-level


Client-level is for when your clients use QBO for their accounting, and your practice has been allowed access to each of those.


You will first need to enable QBO at a practice-level, then on the QuickBooks tab you'll need to enable the sub-feature Client-level integration.























Having done this, each Senta client now has its own Quickbooks tab (as distinct from the Sales ledger tab), which will initially have a Connect with QBO button, which will take you to Quickbooks, where you can select which client accounts you want to connect to.

















The Quickbooks tab on the client page shows a P&L and Balance Sheet summary.