Complex QB Online Integration
I have a client that is a property management firm that keeps HOA dues in QB Online. There QB account has one login but is broken up into about a dozen different companies. Basically, the client wants people to be able to go to their website and pay their HOA dues online. The problem is that since each property is set up as a different company in QB, I can think of no easy way to do this. They have a WordPress site and I’ve installed WooCommerce and set up dues for each property as a product. I could install a plugin that will act as a gateway between WooCommerce and QB Payments, but that would only work with one property (QB company). There is no way to switch between companies.
Does anyone know of a solution? I think this may be more of a business process problem than a QB issue or an online payment issue. The complexity of their setup my lend itself to other avenues. I have thought about suggesting a simple form on their website to allow homeowners to sign up for automatic payments which could be handled totally within QB Online after the initial authorization, but I still run into a problem with QB Payments. With a dozen companies, I think QB Payments would have to be set up for each company as I’m not aware of any way to share an account. This would probably be cumbersome (or impossible) to set up.
Any suggestions, solutions or thoughts are appreciated.
Wow, I don’t think I’ve ever heard of this type of issue with QuickBooks Online. First, I think the way your client has set up a separate QBO account for each property is very inefficient. You can track income and expenses by property in one QBO account. As far as folks logging in to pay their dues, you can set up a recurring invoice (or sales receipt) and schedule it to go out via email automatically. They can pay online using ACH, debit or credit cards, provided you are signed up for QuickBooks Payments.
Unless I’m missing something here, you could save your client a ton of money by consolidating into a single QBO account and then creating classes to track each property. If you’re not familiar with class or even location tracking type these keywords in the Help menu in QBO to get more details on how it works.
Hope this info is helpful.
Crystalynn Shelton, CPA