How to Integrate with Quickbooks Online
1. From any screen in Eleo, select Settings.
2. Select System Settings.
3. Select Edit
4. Select the Quickbooks Module checkbox and then press Save.
5. Select Exit.
6. Select Quickbooks Settings.
7. Status will say Not Connected. Select the Connect to Quickbooks icon. Make sure the URL at
the top starts with http://www.eleoonline.net. The connection will not work properly without
the www.
8. A new window will open for you to log in to your Quickbooks account. Enter your login
information and select Sign In. Eleo is not able to view your password. If you are already logged
into your Quickbooks Online account, this step may be skipped.
9. Go through the steps to verify your Quickbooks account and then you will have to authorize
Eleo. This is authorizing Eleo to view and submit information to your existing Quickbooks
account.
10. After authorization is complete, the pop-up box will close and the Eleo screen will look like this.
Your status should show as Connected.
-Integration Type is a field that allows you to choose whether to have a unique customer in
Quickbooks for every contact In Eleo OR one customer in Quickbooks for all contacts in Eleo.
- If one customer option is chosen, you must select a Quickbooks customer to send to. This could be something such as ELEO or ELEO TOTALS as examples. This one customer will need to already exist in Quickbooks.
11. You will need to link/map your Quickbooks funds and Eleo funds. Select Edit next to the funds
you want to link.
12. Select Edit again when the fund opens.
13. Link to Quickbooks should be changed to Yes. Don't forget to press Save!
14. Once Yes has been selected, the Quickbooks options will be visible. Choose the mapping of
the information from Eleo into your Quickbooks account. For help with choosing where to send
your information, we recommend consulting an accountant.
Below is a partial example set-up and not a recommendation.
Every drop-down should have an answer before you can select Save. If you do not use certain payment types you can always list them as Cash if you would like.
15. When you are done, press Save.
You will now have a Quickbooks tab in the navigation at the top of Eleo.
Please see additional Help Guides on how to Link Contacts and Send Gifts to Quickbooks.