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IPA Books+ Integration (Accounting)
IPA Books+ Integration (Accounting)

Connect BetterHQ to IPA Books+ Cloud Accounting

Trentenn avatar
Written by Trentenn
Updated over a week ago

BetterHQ can do a lot and is perfect for managing your daily business life, but there are some things for which an accounting program is handy and the Better Bookings & IPA Books+ integration offers the perfect solution! Once connected you can simplify your bank reconciliation, easily track GST and automatically group and push your Better Bookings sales into your chart of accounts – saving time, reducing errors, and helping you better understand how your business is tracking financially. Plus, both apps are fully online so you can access your data on the go.

Benefits of integrating BetterHQ with IPA Books+

Simplified bank reconciliation
Automatically push daily sales from BetterHQ to IPA Books+ by payment method, directly into your nominated bank account. Manage GST and income by chart of account – making it easy to reconcile.

Breeze through your BAS & GST obligations
Any GST recorded in your appointments or merchandise sales in BetterHQ will sync to IPA Books+, so you can easily keep track of your GST obligations – ready for tax time & BAS submissions.

Track your income by product
Your product/services sales are grouped and pushed into a nominated chart of accounts, helping you to get valuable insight into what product or service is bringing the most money into your business.

How to connect BetterHQ to IPA Books+

  1. Go here

  2. Or go to Settings > Locations > Select Business to connect (you can connect a business to only one accounting integration at a time)

  3. See the IPA Books+ integration tile, click 'Connect to IPA Books+'

  4. You will be redirected to the IPA Books+ Portal

  5. Sign In with your IPA Books+ credentials

  6. Give permission to share data with BetterHQ 

  7. You have now connected your accounts, you must now configure the connection so BetterHQ know where to send your data within IPA Books+

  8. You must now complete configuration

There are 4 steps to mapping your BetterHQ data with your IPA Books+ Book. Follow these steps to ensure your data will successfully transact to your IPA Books+ account.

These are the steps: 

  1. Choose Book. If you have more than one Books elect your IPA Books+ book you would like data to be sent too. Then select the Tax code for transactions with tax and without tax.

  2. Click Next

  3. now, Map BetterHQ Payment Methods to Bank Accounts in IPA Books+. We've listed your BetterHQ payment methods on the left, and fetched your bank accounts from IPA Books+ on the right. Select the IPA Books+ bank account you want each payment method to map to. Once done any actual payments received (e.g. Cash, Visa, MasterCard) and recorded on your invoices will be sent to your nominated bank account in IPA Books+.

  4. Click Next

  5. Create a consolidated Chart of Accounts across Better Bookings and IPA Books+. We've listed your BetterHQ Chart of Accounts methods on the left, and fetched your Chart of Accounts from IPA Books+ on the right. To create a consolidated Chart of Accounts, move BetterHQ Chart of Accounts items from the left that you would like to use in IPA Books+ by clicking on the arrow or dragging the item across to the consolidated Chart of Accounts list on the right. Once added, they will appear at the top of the consolidated list under the title 'Added'. You can also remove Chart of Account options within your consolidated list by deleting them. Once this Chart of Account list on the right is finalised, the consolidated list will be available in Better Bookings and IPA Books+.

  6. Click Next

  7. Map BetterHQ Products to your consolidated Chart of Accounts. We've listed your BetterHQ products on the left (by type: appointments, appointment packs and merchandise), and listed your Chart of Accounts that you finalised on the right. Select the Chart of Account you want each of you products to map to. e.g. your Physio Appointments could be mapped to your Physio Appointment Income Chart of Account in IPA Books+. Once done income from your product sales will be sent to your nominated Chart of Accounts in IPA Books+ so you can see sales by product.

  8. Click Next

  9. Your integration setup is now complete and you will see a confirmation popup. 

  10. BetterHQ and IPA Books+ accounts are now linked and data will start syncing automatically daily at 12:30am for the day before. 

BetterHQ sends your data to IPA Books+ daily as a Manual Journal. This Journal includes the Journal Date, Description (includes location name to differentiate between income from different business locations), Chart of Account for Income received, Payment Methods you have accepted and the GST collected. You can then reconcile the Journal with your accounts.  

Edit your Connection with IPA Books+
You can edit your connection at any time. 

  1. Go here

  2. Or go to Settings > Locations > Select Business to connect (you can connect a business to only one accounting integration at a time)

  3. See the IPA Books+ integration tile, click 'Edit Connection'

  4. Step through the same connection steps above. 

  5. Once done the connection data mapping will be updated

Edit Mapped Payment Methods
You can edit your payment methods in BetterHQ with your bank accounts in IPA Books+ at any time. You can do this by editing the connection as above, or;

  1. Go here

  2. Or go to Settings > 'Mapped Payment Options In IPA Books+' pod

  3. You can edit the mapped payment methods

  4. Save

Map a New Payment Method in BetterHQ to IPA Books+
If you add a new payment method to BetterHQ :

  1. Go here

  2. Or go to Settings > Add Payment Options

  3. Add new payment options

  4. Save

  5. Go to Settings > 'Mapped Payment Options In IPA Books+'

  6. Select the Bank Account you want this new payment method to be mapped to in IPA Books+

  7. Save

Note: If you have added a new bank account to IPA Books+ and you want to update this to your BetterHQ Payment Options you will need to Edit Connection.

Edit how BetterHQ Products are mapped to IPA Books+ Chart of Accounts
Once you have connected to IPA Books+, all your products will have a new field in their settings 'IPA Books+ Chart of Account'. This is the Chart of Account that any product sales will be sent to. 

To add or edit Chart of Account associated with Product:

  1. Go here

  2. Or go to Settings > Products

  3. Select the product to edit, or add new product

  4. Edit the Chart of Account, or add a new Chart of Account to the product. Any new Chart of Account added here will be added to IPA Books+ and your BetterHQ consolidated Chart of Accounts.

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