How to configure your ParagonSMB integration

How to configure your ParagonSMB integration

Introduction

Congratulations!  Welcome to your ParagonSMB integration.

You already know and love QuickBooks, and you've decided to give ParagonSMB a try - you're now ready to configuring the product to follow your business processes.  There are a few things you should know before you get started. Let's see what's involved.

Configuring ParagonSMB

Taxes

If ParaonSMB has been linked to a Canadian QuickBooks company, you will have to make sure that all required tax information is properly configured and matched between Paragon and Quickbooks.  First, you can check your tax agencies in Quickbooks and confirm that Paragon taxes match up. 

Quickbooks Tax Setup



In ParagonSMB, navigate to the settings page

and hit tax setup.

ParagonSMB Tax Setup

You must configure your taxes to match the ones in your Quickbooks account.

Integration Settings

To make sure that your integration is ready for automatic communication with your QuickBooks company, navigate to the accounting screen from the settings page.


ParagonSMB accounting page


Hit the edit button at the top-right of the screen to start making any changes you may need.  Be default, all of the required IDs are already filled.  You have the option of exporting your references (like products and customers) and/or your transactions (like invoices and credits) automatically to QuickBooks. 

By default, all automated exporting is turned off (as shown above).  With this configuration, you must use the accounting page action button at the bottom right of the page to export data from ParagonSMB to your QuickBooks company.



What's next?

Now that you can activate your Quickbooks integration, you can learn about our other ParagonSMB features:
Export transactions from ParagonSMB to Quickbooks
Import products, vendors, and customers from Quickbooks to ParagonSMB

    • Related Articles

    • How to connect and disconnect ParagonSMB from QuickBooks Online

      Introduction You already know and love QuickBooks, and you've decided to give ParagonSMB a try - congratulations! You're now ready to connect ParagonSMB to QuickBooks Online.  Connecting ParagonSMB to QuickBooks Online To connect ParagonSMB to ...
    • How to set up QuickBooks Online

      You've probably just connected Paragon to your Shop. Your QuickBooks Add-On is now set to active status and if this is the first add-on you're activating, the setup modal shown below will appear. It allows you to select and apply the settings you ...
    • How to export invoices and credits from ParagonSMB to QuickBooks

      Introduction So now that you've imported all the reference data that you need to get started (such as customers, vendors, and products), you are ready to start creating financial transactions in Paragon and have them be automatically exported to the ...
    • How to export make and receive payments from ParagonSMB to QuickBooks Online

      Introduction So, your ParagonSMB build is connected to your QuickBooks Online account and you're looking to take the next steps? Great! With all of your reference data already imported into ParagonSMB you are ready to start exporting your payments ...
    • How to import products, vendors, and customers from QuickBooks to ParagonSMB

      So you've purchased ParagonSMB for all your ERP needs (good for you!) and you've activated your QuickBooks integration.  Fantastic.  Time to get down to business.  First things first - you need to have all the relevant data from QuickBooks Online to ...