QuickBooks

Integrate Bunny with QuickBooks for seamless SaaS revenue accounting.

To install the QuickBooks integration, go to Settings > Integrations > Available integrations and select the QuickBooks integration.

QuickBooks Online integration card with its settings gear button

Proceed with configuring the integration:

QuickBooks Online integration settings with Entities selector, Connect to button and journal entry auto-sync toggle

Select the entity or entities the integration is for. This is important as it controls which business entities will get the chart of accounts loaded, as well as which entities will push journal entries into QuickBooks.

Configuration status not authorized with the Connect to button

Click Connect to to connect Bunny to QuickBooks. A QuickBooks popup will be shown that will prompt you for authorization.

Intuit QuickBooks sign-in popup asking for email or user ID

Once this step is completed, you will see that Bunny is successfully connected to your QuickBooks account:

Configuration status showing authorized after connecting to QuickBooks
QuickBooks Online page header with Update accounts and Sync journal entries buttons

The top of the page will now have two new options:

  • Update accounts. This will copy the financial accounts / chart of accounts from QuickBooks and into Bunny.
  • Sync journal entries. Will synchronize all new journal entries from Bunny into QuickBooks. Note that in order to do that in a meaningfull way, you will need to check the mapping of financial accounts in Bunny via the GL Mappings menu item.

GL MappingsLink to GL Mappings section

Note: It is highly encouraged to test the following setup in your sandbox Bunny account as well as with a non-production Quickbooks account.

General Ledger mappings is where you add additonal information to the imported chart of accounts from QuickBooks, so Bunny know what journal entry items to post to the accounts.

GL mappings list of default financial accounts 1000 to 4000 with type, entity and default columns

By default, your Bunny account comes with a set of default financial accounts numbered between 1000 and 4000. If you clicked Update accounts on the QuickBooks plugin configuration page, the financial accounts from QuickBooks is added to this list. Make sure to map all account types to QuickBooks financial accounts and mark them as default:

Imported QuickBooks Accounts Receivable (A/R) account with the Account type dropdown open
Account type set to Accounts receivable with the Default toggle turned on

Once that is configured, you should begin to see journal entry items automatically get created when invoices are generated, paid, credited etc.

Journal list of deferred and earned revenue entries with credit and debit amounts per invoice

Finalize integrationLink to Finalize integration section

Once all the above is configured and working, you are ready to enable automatic sync of journal entries to QuickBooks:

Authorized QuickBooks integration with an arrow pointing to the Automatically sync journal entries to QuickBooks toggle