General information
In this section we explain how you have to set up Quickbooks in order to use the API with your Moss account and connect Quickbooks with Moss.
Booking Logic for Card Transactions: In order to fully automate booking of card transactions (invoice and payment booking with one export), we need a dedicated Moss Balance Account (fictional bank account) in Quickbooks.
This account will reflect the top-ups on the Moss account and the payments with Moss credit cards.
How-to: Booking Logic and Setting up QuickBooks
Create a Moss Balance Account in QuickBooks
To create a new bank account you will need to log in to you QuickBooks Online account and navigate to "Accounting".
Click “New” on the right to create a new bank account.
Select Account Type “Cash at bank and in hand” and “Cash on hand” as Detail Type. Use “Moss Balance Account” as Account Name. Set GBP as Currency and “No VAT” as Default VAT Code.
Click “Save and Close” to save the Moss Balance Account.
Now you successfully created a Moss Balance Account. The next step is to connect QuickBooks to your Moss Account. Please follow the guide for establishing the connection.