Intended audience: accountant (must be a QuickBooks Online admin). Setup is a one-time OAuth authentication from inside Siteline. No IT involvement required, but you must have QBO admin privileges.
To start using the QuickBooks Online integration, a Siteline administrator will enable the integration in the backend of Siteline. Once that's complete, you'll follow these instructions to link the two products.
In Siteline, go to the company dropdown in the upper right and then select Company settings.
In Company settings, scroll down to QuickBooks Online, and then click Authenticate QuickBooks.
Follow the dialog boxes and log into QuickBooks Online until you receive the Successfully authenticated with QuickBooks message. You may need to install the Agave app.
You MUST be a QBO admin in order to successfully authenticate.
Now that the connection is completed, a new button will now appear in Company settings: Reset QuickBooks, allowing you to follow those prompts again if you ever need to change the logged in accounts (such as if there is a new admin in your company for QBO).
Retention handling setting
Since QBO has no native retention concept, Siteline provides an explicit setting you can configure during setup (or at any time afterward). To manage the setting:
In Siteline, go to the company dropdown in the upper right and then select Company settings.
In Company settings, scroll down to QuickBooks Online, and click Edit in the upper right of that section. You'll see the toggle switch for Deduct retention from invoice total.
Toggled On: Invoice sent to QBO excludes retention
Toggled Off: Full billed amount (including retention) is synced to QBO
Once the desired setting is selected, click Save.