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How Mira converts accounting data from Quickbooks
How Mira converts accounting data from Quickbooks
Updated over 3 months ago

Mira retrieves and sends information to Quickbooks once an account has been linked. Some data is displayed differently in Mira.


Clients


  • Clients are synced two-ways. Clients created in either system will be synced between each other.

Client Information:

  • Name

  • First Name

  • Last Name

  • Email Address

Phones:

  • Type

  • Phone Number

  • Area Code

  • Country Code

Example:

Primary: 03-1234567 in Quickbooks will display as Business: 03-1234567 in Mira
Mobile: 03-1234567 in Quickbooks will display as Mobile: 03-1234567 in Mira
Alternate: 03-1234567 in Quickbooks will display as Other: 03-1234567 in Mira

Addresses:

  • Address Type

  • Address Line 1

  • City

  • Postal Code

  • Country

Example:

Bill Address: 40-48 Sutherland Street, Kilmore VIC 3764 in Quickbooks will display as
POBOX Address: 40-48 Sutherland Street, Kilmore VIC 3764 in Mira

Other Address: 40-48 Sutherland Street, Kilmore VIC 3764 in Quickbooks will display as
Extra Address: 40-48 Sutherland Street, Kilmore VIC 3764 in Mira

Types:

Note: All clients in Quickbooks are treated as Customers

See Clients for more information

Inventory Items


  • Inventory are synced two-ways. Inventory created in either system will be synced between each other.

  • Mira will not sync inventory which cannot be sold or are quantity tracked/managed.

Inventory Item Details:

  • Code

  • Name

  • Description

  • Buying Status

  • Selling Status

Buying Details:

  • Buying Account Code (Ledger Account)

  • Buying Tax Type (Tax Type)

  • Buying Unit Price

Selling Details:

  • Selling Account Code (Ledger Account)

  • Selling Tax Type (Tax Type)

  • Selling Unit Price

Example:

Golf Balls (buying: $100, selling: $100, Quantity: 10) in Quickbooks will display as
Gold Balls (buying: $100, selling: $100) in Mira

See Inventory Items for more information


Invoices


  • Invoices are partially synced two-ways. Only invoices created in Mira will be synced between both systems.

  • Mira will not sync invoices which contain line item service dates, invoice deposits, credits, or fixed discount amounts (we only allow discount percentages). This may only occur when you edit an invoice in QuickBooks which was originally created in Mira.

Invoice Information:

  • Amount Due

  • Amount Paid

  • Currency

  • Date

  • Due Date

  • Invoice Number

  • Status

  • Sub Total

  • Total Tax

  • Total

  • Type

  • GST Inclusive

  • Discount Rate

  • Discount Amount

Contact:

  • Name

Invoice Line Items:

  • Code

  • Description

  • Unit Amount

  • Line Amount

  • Total Amount

  • Account Code (Ledger Account)

  • Item Code (Inventory Item)

  • Tax Amount

  • Tax Type (Tax Type)

Example:
Invoice (ORC1039) with 2 line items in Quickbooks will display as Invoice (ORC1039) with 2 line items in Mira.

See Invoices for more information

Quotations


  • Quotations are partially synced two-ways. Only quotations created in Mira will be synced between both systems.

  • Mira will not sync quotations which contain line item service dates or fixed discount amounts (we only allow discount percentages). This may only occur when you edit a quotation in QuickBooks which was originally created in Mira.

Invoice Information:

  • Date

  • Expiry Date

  • Quotation Number

  • Status

  • Sub Total

  • Total Tax

  • Total

  • Type

  • Discount Rate

  • Discount Amount

Contact:

  • Name

Quotation Line Items:

  • Code

  • Description

  • Unit Amount

  • Line Amount

  • Discount Rate

  • Total Amount

  • Account Code (Ledger Account)

  • Item Code (Inventory Item)

  • Tax Amount

  • Tax Type (Tax Type)

Example:
Quotation (ORC1039) with 2 line items in Xero will display as Quotation (ORC1039) with 2 line items in Mira.

See Quotations for more information

Payments:


  • Payments are synced two-ways for invoices created on Mira.

  • We recommend accepting payments only on Mira. QuickBooks allows for payment overcharges which we do not support. This may cause invoices not to sync correctly.

  • Payments made in Mira will not use the specified payment date when synced to QuickBooks.

Payment Information:

  • Date

  • Amount

  • Currency

  • Reference ID

  • Currency Rate

  • Type

  • Status

Account (Ledger Account):

  • Code

Invoice:

  • Type

  • Invoice Number

  • Contact Name

Example:
Payment (PAY001) attached to Invoice (ORC1039) with Contact (Alan Williams) in Quickbooks will display as
Payment (PAY001) attached to Invoice (ORC1039) with Contact (Alan Williams) in Mira

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