Step 1: Log in to LoopAI:
- Go to the LoopAI platform and sign in with your username and password.
- If you don't yet have access, contact support@tryloop.ai for assistance
- From the sidebar, navigate to Balance --> Journal Entry Automation --> Journal Settings
- Click Integrate Bookkeeping Software
- In the software integration section, click on the QuickBooks logo
- A QuickBooks Online login screen will appear.
Step 4: Authenticate with QuickBooks
- Enter your QuickBooks Online credentials to log in.
- If prompted, complete the One-Time Password (OTP) verification.
- After authentication, select your company from the dropdown list.
- If you manage multiple clients, choose the specific client(s) you wish to connect.
- Click "Next" to proceed.
Step 5: Confirm Integration: Once the connection is successful, you will be redirected back to LoopAI and will see a confirmation message indicating your QBO integration is complete.
Step 6: Map Locations
The setup wizard will prompt you to map locations, or you can manually go to: Balance > Journal Entry Automation > Journal Settings > Map Locations.
Select the Loop locations you want to link to your QBO account. Note: Only mapped locations will have journal entries generated.
Map each Loop location to the corresponding Class or Department in QBO from the dropdown list.
Click "Save" or "Next" to continue.
Step 7: Configure Chart of Accounts & Customer Name
To learn more about mapping your Chart of Accounts, see this guide.
To configure the customer name used for Accounts Receivable (A/R): Go to Balance > Journal Entry Automation > Journal Settings > Integration Settings and map the customer name against each platform or marketplace, and then click "Save/Next"
Need Assistance?
If you have any questions or require further assistance during the integration process, please reach out to us at support@tryloop.ai.