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In this guide, we’ll show you how to add your Vrbo and QuickBooks Online accounts to BnbTally and create a fully integrated connection. BnbTally supports adding any number of these accounts, and you’ll also have the ability to add any accounts of your clients or 3rd parties as they grant you permission. We’ll show you how to do all of this here.
Related Guide: Vrbo Accounting & Bookkeeping: A Comprehensive Guide
Data Flow Review
Step 1: Navigate to Connections Page
To get to the Connections page, click on the "Connections" menu item on the left.
Step 2: Add Vrbo Account
First, in order to create an integrated connection, we’ll need to add at least one Vrbo Account and then add at least one QuickBooks Online account. To begin, click on the “Add Account” button at the top right,
Select to add a “Vrbo” account and enter your username and password. Keep in mind that BnbTally will never store passwords, only an authorization token provided by Vrbo on your behalf, which you can revoke at any time.
Next, complete any 2-factor authentication if necessary. When you’re forwarded back to the account page in BnbTally, select to save the account. We have now successfully added a Vrbo account to BnbTally.
Request someone else to authenticate an account
One thing to note, just in case you’re working with a client or 3rd party and you wish to add their account, you’ll notice that you have the option "Request someone else to authenticate". This will provide you with a link to copy and email to your client or 3rd party so that they can log in on your behalf.
Step 3: Add QuickBooks Online Account
Now let’s add a QuickBooks Online organization. At the top right, select the “Add Account” button again.
This time select to add a “QuickBooks Online” account and select "Connect to QuickBooks". From here you’ll be redirected to the Intuit login where you can sign into your intuit account and then select the company you’d like to connect.
Step 4: Create Connection
Now that we’ve added at least one Vrbo account and one QuickBooks Online account, we can then create a connection between the two. Click on “Create Connection” and select your Vrbo account, then select your QuickBooks Online account.
Step 5: Set Payment Clearing Account & Auto-Sync
Payment Clearing Account
Under your Connection, you have the option to set your Payment Clearing Account.
When you create your listing rules in BnbTally, you’ll have the choice for us to make a payment to invoices when we sync them into QuickBooks Online. This Payment Clearing Account will be used to make those payments. For this option, we recommend that you have us create the payment clearing account for you. You can select the "Undeposited Funds" account but this has certain drawbacks (e.g. we're unable to rollback amounts that are reconciled with a deposit in QuickBooks). For more information about the Payment Clearing Account and how it is used by BnbTally, click the following link...
Be sure to select whether you want BnbTally to automatically sync your Vrbo payouts to your QuickBooks account, which we recommend by the way. But just in case you want, you can also disable this and manually sync each payout yourself, either way is fine.
Step 6: Save Connection & Set Up Listings
Now that you’ve configured your connection, select to save it. The moment you save your new connection, we’ll begin to load your Vrbo listings into the Listings Manager. From here you can manage and set all of the accounting rules of each listing. If you want to create an accounting rule for a listing, you would select to edit it and from here you will be guided to the Listing Settings Page, which we’ll go over in another guide.
This concludes our guide to creating fully integrated Vrbo and QuickBooks connections in BnbTally. The next step is setting up your listings...