For a breakdown of what happens when you connect, read on, you’re in the right place.
*Note QuickBooks offers a range of online services, but only QuickBooks Online Plus allows integration with Hike. When Hike mentions QuickBooks, QuickBooks Online, or QuickBooks, we are always referring to QuickBooks Online Plus.
The below table helps explain what happens between QuickBooks Online Plus (QuickBooks) and Hike when they talk to each other, what data gets shared, and under which circumstances it happens.
QuickBooks Online Plus Plan (QuickBooks):
|Integration Frequency||At end of transaction|
|Customer||Hike requires a first name, recommend an email address
QuickBooks has either require customer name or a company name,
ensure these details are in QuickBooks, otherwise, will not sync any customer details from QuickBooks to Hike
|Item (Product/Inventory)||Product details, including image, are updated when synced
Inventory levels are updated when synced
*Description of Product is capped at 4,000 characters, including spaces. Any longer than this and the Product will not sync from QuickBooks to Hike.
Full sales sync as at time of transaction, for each transaction
Partial sales sync as at time of transaction, for each transaction, but
Account sales sync as at time of transaction, for each transaction. If
Void Sale does not sync.
Hike requires company name and first name, recommend an email address.
QuickBooks requires display name. Ensure these details are in QuickBooks, otherwise, will not sync all Supplier details from QuickBooks to Hike
|Purchase (Purchase Order)||Syncs at time of completion|
|General rule to delete item||Delete from Hike, then delete from QuickBooks|
A user must set all fields to correctly activate the account, including Payment Method and Tax Code – we strongly recommend verifying your settings with your accountant.