1. Active QuickBooks Online subscription
   
2. Mobipaid Merchant account with your preferred payment methods enabled

If you currently do not have a Mobipaid account, please contact us and we will set you up in no time.

Getting started

1. Connect your Mobipaid merchant account to the MP QuickBooks Connector. Refer to this guide.
   
2. Provide us with the following information from your QuickBooks environment:
   
1. Name of the deposit account, to which payments should be allocated. If you supply no account name, payments will be allocated to Undeposited Funds. However, you may wish to setup a Mobipaid clearing account to track Mobipaid payments and reconcile Mobipaid settlements into your bank account. The account used, must the a Current Asset and Other current asset.
   
2. Name of the Payment Method to be used for Mobipaid payments. We recommend setting up a payment method Mobipaid. To do so, click the gear icon in the top right corner in QuickBooks and select All Lists. Then select 'Payment Methods' and click on 'New'.
   
3. If you wish to use a customized email template on Mobipaid to be used for QuickBooks invoices, please supply us with the details, so that we can retrieve the template id. This is only required, if the template is not configured as the default template on your Mobipaid dashboard.
3. We will provision an integration user for your business and send you the username. This will connect your Mobipaid account to your QuickBooks tenant.
   
4. Once you have your integration username, proceed to our connection page. Enter your username and start the connection. You will then be asked to login to QuickBooks and activate the connection.
   
5. Login to QuickBooks and create a Custom Field with the name Mobipaid. To do so:
   
1. Click the gear icon to open Settings. Then click on Custom Fields under List
   
2. Click Add field. In the name field enter Mobipaid. Under Data type select 'Text and number'.
   
3. Tick all: Sales Receipt, Invoice, Estimate, Credit Note and Refund Receipt.
   

The Name of the custom field must include the word Mobipaid. In addition, the data type must be 'Text and number' and all the above items must be ticked, otherwise the custom field will not be included in the API invoice details. Print on invoice does not have to be enabled. 

The custom field allows you to control, whether an invoice should be sent to the customer by Mobipaid. For Mobipaid to send the invoice, the custom field value must include 'yes' or 'y'.
In addition, Mobipaid will only send the invoice to the customer, if it has not been sent by QuickBooks. Therefore, when saving the invoice you should select 'Send and Close'. If you save and send, QuickBooks will handle the emailing, and Mobipaid will not.

The Customer profile in QuickBooks must contain an email address so that the invoice and payment link can be sent to the customer. It is strongly recommended to also include the first and last name of the customer contact, so that you can personalise the email template sent by Mobipaid.