Now that our integration is in place, we'll review how information from Lone Wolf Workspace is sent to QuickBooks Online, in this example we'll take a look at how 'Deposits' and Checks' will be created in QuickBooks Online from Lone Wolf Workspace.
(NOTE: If you are using Sales Receipts - you should reference this part of our guide via this link)
1.) To get started, lets take a look at how we've configured our integration to create and map Deposits, this can be viewed in the screenshot below:
Deposit Configuration/Mapping Example
Check Configuration/Mapping Example
2.) Before we start syncing, it's important to note that the easiest way to reference which data will land in QBO is by viewing the 'Funding Confirmation' that is generated within Lone Wolf Workspace, so for this transaction, which is a Standard Funded Transaction - the 'Funding Confirmation' looks like below:
Funding Confirmation Example For Transaction That Creates Checks and Deposits
3.) We can also take a look below at an example of how our 'Memberplan Detail' is established in Lone Wolf Workspace; this information will be used on our line items for the Deposits and Checks we created in QuickBooks Online:
4.) Now that we've seen how our Deposits and Checks are setup to map to QuickBooks Online, we can take a look at an example transaction in Lone Wolf Workspace:
- Once have reached the funding stage of the Transaction review - the data will sync automatically when:
1. Funds to the broker have been received is checked.
2. You select 'Next’.
3. OR you do have the option to sync earlier by clicking 'Sync to QBO' option in the review screen.
5.) At this point, information should be sent to QuickBooks Online within about 20-30 seconds of clicking this button. You will also see the sync noted in your Transaction History tab. For this transaction, we'll generate a single deposit and a single check, lets see how they look below:
Example Data For Transaction That Creates Deposits and Sales Receipts Within QuickBooks Online
Deposit Example
Check Example
6.) As a quick little bonus, we can view the 'Vendor' we used on both the Deposit and the Check below
Vendor Example
And this is how this type of configuration would reflect in QuickBooks Online based on the transaction that was sent from Lone Wolf Workspace!
(NOTE: If you are using Sales Receipts - you should reference this part of our guide via this link)
In our next section, we will just cover some basic tips and tricks for for navigating QuickBooks Online to find the information that is being created.
Proceed to the next step here.
