Below is a list of frequently asked questions regarding Finance – QuickBooks Integration. If your question isn’t addressed in this article, please contact WellnessLiving Support.
FAQ: Finance
Why don't I see Finance in my Integrations catalog?
If your business is based in the US or Canada and isn't already connected to Finance, the Finance Add-On is no longer shown in your Integrations catalog. This is expected. WellnessLiving now offers a native QuickBooks Online integration for US and Canada businesses. For more information, see QuickBooks Online integration.
What is the cost for using Finance in WellnessLiving?
When you integrate your WellnessLiving account with your QuickBooks Online account via Finance, you’ll receive a 30-day free trial to try out the integration and see whether it’s a good fit for your business. After 30 days, you’ll be charged USD $19 per month per location for the service.
Do I need a QuickBooks Online account to use Finance?
You must have a QuickBooks Online account with an Essentials, Plus, or Advanced subscription plan to use Finance. Currently, WellnessLiving doesn’t provide any QuickBooks subscription plans. For more information about QuickBooks Online subscription plans, see Plans & Pricing on the QuickBooks Online website.
If you don’t have a QuickBooks account, you can sign up for an account through the QuickBooks official website or any other authorized QuickBooks provider. Businesses in the US can also purchase and set up their QuickBooks Online account while signing up for Finance through Autymate.
Can I use Finance with my QuickBooks Desktop account?
No, Finance is only compatible with QuickBooks Online. To convert your QuickBooks Desktop account to QuickBooks Online, see Move your QuickBooks Desktop file to QuickBooks Online or Migrating from QuickBooks Desktop to QuickBooks Online with Intuit’s internal tool.
Why can’t I enable the Finance integration?
Only businesses in the United States or Canada that are already connected to Finance can enable or manage the integration. If you're a new US or Canada business, Finance is no longer available. See QuickBooks Online integration.
How is Finance transferring my data to QuickBooks Online?
When you enable Finance and connect your QuickBooks Online account to Wellnessliving, two Auty-mations will be automatically created. These Auty-mations will sync daily with your All Sales Report and transfer relevant transactions for the day from your All Sales Report to your QuickBooks Online account.
The WL All Sales Report to QuickBooks Deposits (Net Sales) Auty-mation syncs all integrated transactions (such as virtual terminal, card swiper, or ACH) and non-integrated transactions (such as cash, cheques, or pin pad) from the All Sales Report into two deposits in QuickBooks. In QuickBooks, non-integrated deposits are linked to an account called Auty Cash and Check Clearing Account and integrated deposits are linked to the chart of account you chose during Finance setup. Sales tax isn’t included in these deposits.
The WL All Sales Report to QuickBooks Deposits (Total Taxes) Auty-mation syncs the total amount of sales tax for the day for each integrated (such as virtual terminal, card wiper, or ACH) and non-integrated (such as cash, cheques, or pin pad) from the All Sales Report into two deposits in QuickBooks. The sales tax for non-integrated deposits and integrated deposits will be linked to the same chart of accounts as above. The tax for each transaction for the day will also be linked to the chart of accounts called Sales Tax Payable.
Can I upload my transactions on QuickBooks Online through Finance?
You can manually upload historical data or data that isn’t recorded in WellnessLiving to your Auty-mation. However, you can only upload files that are .CSV or Excel. All other file types will fail to upload.
Your upload may also fail if the .CSV file or Excel file headings don’t match headings as the Auty-mation Summary page.
How frequently does the Auty-mation sync the data from my All Sales Report to QuickBooks?
The two Auty-mations, WL All Sales Report to QuickBooks Deposits (Net Sales) and WL All Sales Report to QuickBooks Deposits (Total Taxes), run at two specific times a day.
At 2:40 a.m. CT, both Auty-mations run to ensure that all transactions generated since subscribing to Finance are synced and transferred to QuickBooks Online. If the system finds any missing files at this time, they’ll be automatically transferred to QuickBooks Online.
At 8:40 a.m. CT, both Auty-mations run to ensure all transactions generated in the previous day are synced and transferred to QuickBooks. If the system finds any missing files at this time, they’ll be automatically transferred to QuickBooks Online.
Why isn’t there a processed Auty-mation for the previous day?
The Auty-mation only syncs the transaction data from the previous day. For example, if today is October 21st, 2022, you’ll only be able to see imported data from October 20th, 2022. If your business didn’t make any transactions on the previous day, you won’t have a processed transaction for that day.