Step 8: Configuring VRAccountant: Final steps

Start the first sync between Guesty and QuickBooks® Online, and between Stripe and QuickBooks Online

Initialize the Guesty+QuickBooks Online workflow
 

Once you've configured all settings in the VRAccountant workflow configurator, you're ready to run the initial sync.

Steps

1. From the workflow configurator page, review and confirm that all settings are to your liking.
   
   Confirm that you see the icon at the top of each section, indicating all required fields in that section are complete.
    

2. Select Apply settings to all related workflows at the bottom of the VRAccountant workflow configurator page.
   
   
   
   While all VRAccountant settings are configured in the same place, the Guesty+QuickBooks Online workflow exists separately from the Stripe+QuickBooks Online workflow. Selecting this button applies all settings to both workflows.
    

3. Select Save and Run to initialize the sync. VRAccountant will begin importing invoices, payments and owner-expense bills for all reservations based on the filter criteria you set in the Other settings section of the configuration page.
   
   Note: If you receive an error that all fields are required, make sure you see the icon at the top of each section, indicating all required fields in that section are complete.
    

4. After selecting Save and Run, you'll be taken to the workflow history page of the Guesty+QuickBooks Online workflow center. A  icon in the Status column indicates that the workflow has started.
   
   
    

Initialize the Stripe+QuickBooks Online workflow

Once you've initiated the first Guesty+QuickBooks Online sync, you're ready to activate the initial Stripe+QuickBooks Online sync.

1. Select the Syncs tab at the top of the banner to go to your Syncs Dashboard.
   
   
    

2. On the Syncs Dashboard, you'll notice two separate syncs:
   
   
   
   You should see that the Guesty+QuickBooks Online sync is active, while the Stripe+QuickBooks Online sync is inactive.
   
   Switch the toggle in the Actions column to ON for the Stripe+QuickBooks Online workflow.
   
   Note: The sync names you see in this article may be different from those you see in your account.
    

3. From the Syncs Dashboard, select the Stripe+QuickBooks Online workflow to open the workflow center.
   
   Verify you see the icon in the Status column, indicating that the workflow has started.
    

Unlike the Guesty+QuickBooks Online workflow, the Stripe+QuickBooks Online workflow will not sync historical transactions.

You did it! VRAccountant is now migrating reservation data from your PMS to QuickBooks Online in the form of customers, invoices, payments and bills.
 

You can monitor the status of each sync from the workflow center. The icon in the Status column indicates the initial sync has completed.
 

Head over to your QuickBooks Online file to review the results!

Screenshots © Intuit Inc. Used with permission.