✅ Step 2 - Click Continue to Authenticate

 

✅ Step 3 - Search for company name and click Next

 

✅ Step 4 - Select an entity and click Next

 

✅ Step 5 - Click Complete Set Up

Now that the QuickBooks integration has connected, start enabling plugins.

 

 

Enable Multicurrency

Deel recommends to enable multicurrency on QuickBooks in order to prevent errors.

If this is not already setup, log in to QuickBooks and follow these steps:

✅ Step 1 - Click Settings

✅ Step 2 - Click Account and Settings, and then select Advanced

✅ Step 3 - Select Edit✎ in the Currency section and choose your Home Currency

✅ Step 4 - Select the Multicurrency box and click Confirm

✅ Step 5 - Select Save and Close

✅ Step 6 - Return to the Deel Integration console

The QuickBooks modules header will show if multicurrency is enabled and what is the base currency

 

Bookkeeping Modules

Deel offers separate modules for Independent Contractors, COR, and EOR employees. Please make sure to enable the correct modules depending on the contract types being used.

Our modules with QuickBooks offer a full range of features:

• Vendor management module
• Invoice (bill) syncing module
• Payment sync module
• Documents module

 

Vendor Management

What is a vendor?

A vendor is essentially any entity or individual selling a service, either a Deel contractor or a Deel entity for EOR employees.

Vendors must be set up to sync invoices to QuickBooks.

Deel fully automates the provisioning and management of vendors using email-based matching. Set up this module to unlock bill payments and document syncing because bills require a vendor.

Deel can create new vendors for contractors as soon as contracts are countersigned if they don't exist in Quickboks. Contractors will appear as individual vendors in QuickBooks; EOR employees will appear as one Deel EOR vendor per country.

 

Contractor-Vendor Management

This section allows to manage independent contractor vendors in the accounting system.

Click View List and decide to link or unlink them to vendors.

 

See the list of contractors that are not linked and then click Link to Vendors

It's recommended to choose to select all to mass link contractors, but may manually select individual contractors.

Deel will create a new vendor for those that do not have an existing vendor listed in the accounting system.

 

Deel Vendor Management

Simplify EOR accounting with Deel's Single Vendor option. Deel now invoices for EOR services through parent entity Deel Inc while transactions will continue to sync with local EOR vendors.

To do this:

1. Select “Invoice Sync” from the Quickbooks EOR module
2. Toggle on the option "Use a single vendor for EOR invoices”

Since QuickBooks requires different vendors for each currency. Deel will generate separate vendors with currency suffixes to be selected.

 

 

Bill (invoice) syncing module

Deel can automatically sync bills and bill payments into QuickBooks.

Configure expense account mapping to enable this module. Start creating specific mappings and save the work for later.

Bills will only begin syncing once this module is enabled and only for the entity connected.

Click Start Mapping to get started.

 

Expense account mapping

To use One Account For All expenses, choose from the drop-down list of available QuickBooks accounts.

Advanced users may choose to map different expense types in QuickBooks to Deel. To map expenses, select Per adjustment type and click start mapping. Drag and drop QuickBooks Expense Accounts to match them to corresponding Deel invoice types.

 

Unsynced Invoices

View all unsynched invoices and see the paid date and amount.

Check the Select all box, or manually sync individual invoices.

Select the invoices and click Sync Invoices 

 

This is how synced invoices appear in QuickBooks:

 

 

Tracking category mapping

To add additional granularity to transaction items, associate custom field options in Deel to classes in QuickBooks. Please note, only one tracker category can be set up.

The class selected in the tracking category mapping will then be displayed in the Class field of the invoice line item in QuickBooks.

 

The integration only supports custom fields that are in the form of a list.

Set up a custom fields list for Class in the Organization Settings.

 

 

Grouped expense account mapping

Easily map expense accounts with custom field values in Deel. This will allow to set up a "grouped mapping."

For example, create a mapping that is unique to all vendors only in one department; or a mapping that is unique to only one vendor.

Set up a custom field for the "group" and assign a value of the list options to each contract that is concerned

 

Mass update custom fields on contracts

Mass update the custom field values on contracts so that each and every contract doesn't have to be modified manually. Make sure to set up the custom field before and note that changing field options will necessitate reviewing mappings in the integration settings.

 

Auto invoice sync

Choose if Deel is to automatically sync invoices to QuickBooks once employees are paid, or if to do it manually.

 

Advanced Settings

[ACCORDION] Custom Expense Categories

Add custom expense categories, as long as the categories do not currently exist or match with the ones Deel already created and listed in the Organization Settings tab.

Name the custom expense category, toggle on the preferred settings, and add an optional expense limit.

 

 [ACCORDION] Currency Settings

If multiple currencies have been setup, specify the default currency for synching vendors, invoices, and payments.

When using the invoice currency, Deel will sync invoices and invoice payments in the currency we used to pay invoices from Deel and contractors.

When using the payment currency, Deel will sync invoices and invoice payments in the currency of the payments made to the Deel account.

Deel’s bookkeeping integrations ensure that an FX rate is provided between the invoice amount (whether its been selected to use the base invoice or payment currency) and the client’s accounting currency.

Please see this article about exchange rates to learn more.

[ACCORDION] Summarize invoices

Summarize invoices so that Deel syncs invoices work lines as a single line on the integration. This will merge all time-based work, reported work, and milestones lines.

 

[ACCORDION] Exclude invoice items by adjustment type

Exclude certain invoice items based on adjustment types.

For example, to use an expense management tool that is already syncing your expenses to QuickBooks, toggle off "expenses" to avoid the creation of duplicates.

 

[/ACCORDION]

 

Payment sync module

Map the Deel payment methods to the QuickBooks account to sync invoice payments.

Deel will synchronize each invoice along with an invoice payment so the invoices get marked as paid in QuickBooks.

Invoice payments will only successfully sync upon payment of the invoice amount.

Choose a default payment account, and you can later map additional saved payment method in Deel to a payment account in QuickBooks. 

 

Documents module

Use the toggle to sync the .pdf of the invoice and attachment files that were uploaded to Deel to QuickBooks.

Deel will sync the invoice .pdf directly to the invoice entry in QuickBooks.