This is the second article in our QuickBooks Guide, which explains how to successfully connect Moss and Quickbooks.

Before you start connecting Moss and QuickBooks, please ensure that you meet all the requirements and have the necessary data ready—these topics are covered in the first article in the QuickBooks Guide.

Connecting your Moss account to QuickBooks will allow you to automatically import your GL accounts, Suppliers, VAT rates and Cost centers; and easily export your card transactions from Moss to Exact Online in just a couple of clicks. This article explains how you set this connection up.

To connect Moss with QuickBooks, you need a Moss user account with either the Accountant role (internal or external) or the Administrator role.

1. Open Moss and navigate to “Settings” > “Accounting”

2. Click on “Setup Accounting”

3. Responsible user for accounting

You’ll be asked whether you’re responsible for accounting and have access to all necessary bookkeeping functions in your company.

If you do, please proceed with the setup. If not, please assign this task to the appropriate person and invite them to Moss if they haven’t joined yet.

4. Select your accounting system

Select QuickBooks Online as your accounting software from the list and press “Continue”

5. Continue by clicking on “Connect to QuickBooks Online”.

6. Login to QuickBooks

You will be forwarded to QuickBooks Online. Login to your QuickBooks Online Account and proceed

7. Select your entity

Select the company (entity) that you want to connect to Moss and click on “Next”.

8. Check the entity

Once you have selected the company you will automatically be forwarded back to Moss. Make sure that the correct connected company (entity) is being displayed in Moss. Then click on “Sync and continue”.

9. Configure your balance movements

Please add the Moss balance account and the balance top-up account.

You can learn more about the balance movements in this article.

10. Now you need to set up your supplier settings.

Select your default supplier account.

Enable Supplier accounting for card transactions if you want to post transactions against the respective merchant’s suppliers. You can toggle the option off if you want to post all card transactions against one single Moss Default Supplier.

Click on “Continue”

11. Set up your preferred VAT settings

Disable the “VAT registered” option if your administration is not VAT registered.

12. Overview of your current settings

An overview of your current settings, that you have just set up, will be shown to you. Make sure that everything is in order and then click on “Continue”.

Note: All those settings can also be changed at a later point.

13. Chart of Accounts

You will see all the imported chart of accounts.

You can mark accounts inactive if you don’t need them in Moss context by selecting the accounts, click “Edit” > “Status” and select “Inactive”. You can always get back to these settings and re-activate accounts.

Click on “Continue”

14. Suppliers

You will see all the imported suppliers.

You can mark suppliers inactive if you don’t need them for Moss. You can always get back to these settings and re-activate accounts.

Moss synchronises these supplier fields in both directions:

Continue with the setup by clicking on “Continue”

15. VAT settings

You will see a list of all the imported VAR codes

You can mark VAT codes inactive if you don’t need them in Moss (to code purchases against them).

Click on “Continue”

16. Cost centre

You will see a list of all your imported cost centers. You can mark those inactive which you don’t need in Moss

17. Cost carrier

Now you will see a list of all your imported cost carriers. You can mark them inactive if you don’t need them in Moss.

The setup is now complete.

All these settings can be adjusted again under “Settings” > “Accounting”.

Your bookings will now be exported directly from Moss to QuickBooks together with the document images, including the audit log protocol.