QuickBooks - GuestWisely Integration

Introduction

Connecting QuickBooks to GuestWisely automates your owner payment process while maintaining full control over cash flow. With this integration, you can instantly push remittance data from your PMS into QuickBooks, reducing manual errors and saving valuable time. Ideal for property managers who want a seamless accounting workflow without jumping between platforms.

Owner Remittance Dashboard via QuickBooks  

Once QuickBooks is integrated, you’ll find a new “QuickBooks” tab under Solutions > Accounting. This section offers a complete Owner Remittance Dashboard, which gives you real-time visibility of what needs to be paid to each owner, including:

• Trust account balances

• Retainer amounts

• Remittance totals (calculated as Balance - Retainer)

This dashboard greatly reduces the manual steps previously required to prepare owner payments.

• View all owner remittances in one centralized location.

• Instantly submit payouts to QuickBooks with one click.

• Approved payments update your trust account automatically.

• Transactions appear as debits or credits within the trust ledger.

• Manual reconciliation can still be done from the Expense Manager when needed.

Note: Remittances are not reflected in the Owner Statement, which is a historical snapshot, while the Trust Accounting view is designed for real-time cash flow management.

How to integrate QuickBooks with GuestWisely 

1. Enable QuickBooks

•  Navigate to the Account Settings > Manage Account > Account Administration >  Manage Bolt-ons.

• Locate the QuickBooks and Xero Integration bolt-on and click on Add+.

• Scroll down and update your subscription to reflect the change.

• Also, ensure you have an active QuickBooks account.

2. Initial setup

• Go to Marketplace > Quickbooks.

• Enter the Tenant and Flow ID from QuickBooks to make the connection.
  
  

• Enter the invoice name and click on save.

3. Managing payouts via QuickBooks

You can manage payouts via QuickBooks by going to  Solutions > Accounting > QuickBooks:

1. Use the edit tools in the dashboard to pause or override remittance amounts.

2. Click Submit to send payment instructions to QuickBooks, either individually or in bulk.

3. Log into QuickBooks to approve and process the payments.
   
   

Note: If you don’t use QuickBooks, you’ll still have access to the “Payout Dashboard”, which provides the same visibility but requires manual entry for incoming/outgoing payments via Trust Accounting.