✅ Step 2 - Click Continue to Authenticate

 

✅ Step 3 - Search for your company name and click Next 

 

✅ Step 4 - Select your entity and click Next

 

✅ Step 5 - Click Complete Set Up

Now that the QuickBooks integration has connected, you can start enabling plugins

 

 

Enable Multicurrency

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

If this is not already setup, you can 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 and EOR employees. Please make sure to enable the correct modules depending on the contract types you are using.

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 your EOR employees.

Vendors must be set up to sync invoices to your QuickBooks. 

Deel fully automates the provisioning and management of vendors using email-based matching. You need to 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 you to manage independent contractor vendors in your accounting system.

You can click View List and decide if you want to link or unlink them to vendors.

 

You can see the list of contractors that are not linked and then click Link to Vendors

We recommend that you choose to select all to mass link your contractors, but you may manually select individual contractors if you wish.

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

 

Deel Vendor Management

You will need to select or create a vendor for Deel billing invoices.

If you employ EOR employees, you need to select a vendor for each Deel EOR entity.

Then click Apply.

 

 

Bill (invoice) syncing module

Deel can automatically sync bills and bill payments into QuickBooks.

You need to configure expense account mapping to enable this module. You can start creating specific mappings and save your work for later.

Bills will only begin syncing once you’ve enabled this module and only for the entity you have connected.

Click Start Mapping to get started.

 

Expense account mapping

If you want to use One Account For All your 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 your expenses, select Per adjustment type and click start mapping. You can drag and drop QuickBooks Expense Accounts to match them to corresponding Deel invoice types.

 

Unsynced Invoices

You can view all unsynched invoices and see the paid date and amount.

You can 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 your transaction items, you can 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.

You can set up a custom fields list for Class in your Organization Settings.

 

 

Grouped expense account mapping

You can easily map expense accounts with your custom field values in Deel. This will allow you to set up a "grouped mapping."

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

You will need to set up a custom field for your "group" and assign a value of the list options to each contract that is concerned

 

Mass update custom fields on contracts

You can mass update the custom field values on your contracts so that you do not have to modify each and every contract manually. Make sure that you have set up your custom field before and note that changing field options will necessitate reviewing mappings in the integration settings.

 

Auto invoice sync

You can choose if you want Deel to automatically sync invoices to QuickBooks once you have paid your employees, or if you want to do it manually.

 

Advanced Settings

[ACCORDION] Custom Expense Categories

You can 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.

You will name the custom expense category, toggle on your preferred settings, and add an optional expense limit.

You must map the category to the corresponding Quickbooks account and class in the Quickbooks integration settings:

 [ACCORDION] Currency Settings

If you have set up multiple currencies, you can 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 you made to your Deel account.

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

Please see our article about exchange rates to learn more.

[ACCORDION] Summarize invoices

You can 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

You can exclude certain invoice items based on adjustment types.

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

 

[/ACCORDION]

 

Payment sync module

You can map your Deel payment methods to your 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.

You will need to 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.

 

Here's how it looks in QuickBooks: