QuickBooks integration with myschool

The QuickBooks integration brings user-level fee reporting (scheduled and collected) from myschool into QuickBooks. “Users” here means students and employees: their scheduled fees in myschool appear as invoices in QuickBooks, and payments against them are tracked there, including employees’ transport fee collections.

Requirements

• Your institution has an active QuickBooks account.
• The myschool team enables the QuickBooks plugin from the accounts panel.

Once enabled, complete the configuration inside the system.

Setup steps

1. Go to Administration → QuickBooks Sync and click Authorization to manage the settings.
2. Fill in the initial configuration fields shown below.

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3. Before using the integration, sync all existing data, because future activity in QuickBooks may depend on existing records.
4. Click Auto Sync records and then Sync to update the existing data.

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How syncing works

1. Students or employees admitted in myschool appear in QuickBooks as customers.
2. A fee collection created for a student (transport or any other fee) is recorded as an invoice.
3. Adding a discount to an existing fee collection records a credit note after syncing.
4. When a fee is paid, the invoice is updated with the paid amount. Partial payments and pay-all payments are supported.
5. Every transaction syncs automatically — for example when students join mid-year, fee collections are created or payments are made.

Note: To set up the integration, create a QuickBooks account (or a sandbox account if needed) and share the required integration details with the myschool team. Any restrictions or approvals on the QuickBooks account itself are handled by QuickBooks support.