Quickbooks + Revel Integration

Quickbooks and Revel Point of Sale integration | Connector | Middleware

Welcome to DSYNC, thank you for visiting the Revel and QBO faq page. When it comes to connecting Revel POS and Quickbooks (Online version) DSYNC can provide ready-made integrations for the following data workflows:

• Revel > Quickbooks Customer
• Revel to Quickbooks Item 
• Revel to Quickbooks Inventory
• Revel Order to Quickbooks Invoice
• Revel Sales Summary to Quickbooks Daily Summary Invoice (learn more about taxable)

What is loaded in the bundled setup?

QB <> Revel customer
QB<>Revel emp
Revel<>QB inventory
QB<>Revel vendor
QB<>Revel Product
Daily Sales Summary from Revel to Quickbooks Invoice

Custom development / Custom scoping: If you are after custom endpoint integration or extra connectivity the team can provide a paid integration scoping service and paid integration service for custom Revel to Quickbooks requirements. DSYNC is an open integration platform where developers, business analysts and accountants can manage the data mapping and work flows. If you would like DSYNC to do custom scoping of your integration you will need to be on a monthly plan and complete the scoping form outlining your requirements. 

DSYNC, are not part of Revel - we provide integration services as 3rd party. For us to commence the configuration, we will need you to sign up for a DSYNC account and purchase a supported plan. Clients will also need to activate with Revel "Partner connect" this will issue the keys to DSYNC to access the API.

Quickbooks integration can be very complex. Cost of Goods Sold for example can be tracked only when you create a sales receipt or invoice for each individual order which is placed via Revel. For daily summary totals we can still create an invoice or sales receipt in Quickbooks with the combined totals split by payment types for example but this will not increase your COGS. For COGS to register we need to put an existing item sold on the invoice or sales receipt we are creating. This in turn requires integration between the Revel product and Quickbooks item. All products must be correctly configured in Revel (correct cost, price, and tax as well as matching SKUs or product names).

For QB integrations we usually need the company's accountant to provide us information on Chart of Accounts, Tax Codes and Rates, locations to be used. We avoid jumping on calls with accountants or book keepers to maintain a written log of what should be mapped we do this so there is no misunderstanding of what is required.

What data can be pulled from Revel to Quickbooks in the sales summary?  Examples of data we can pull from Revel to QBO are all the details located in the Sales Summary. 

Many of the integrations we do are customized depending on customers requirements. You can pair the below elements from the Revel Sales Summary to Quickbooks. If DSYNC is doing the integration then you will need to advise what fields in Revel you would like mapped to what fields in Quickbooks. 

YOU can mix and match the below fields from Revel to QBO invoice create:

On the left we have Revel and on the right we have QBO - we can in most cases map any of the fields from one side to the other.