Before starting the setup, please note that that your Cloudbeds financial data will be posted in the form of a daily journal entry. The journal will consist of lines representing the totals in each of your Cloudbeds accounting categories. The journal will also include the daily movement of your Cloudbeds general/guest journal.
The following features are not currently supported by the Cloudbeds API:
Deposit or any flow requiring multiple ledgers
Requesting your new integration
To get started with setting up your Cloudbeds accounting integration, please follow the steps below:
The first step to connecting your new accounting integration is configuring your billing with the help of the Cloudbeds team.
Log into your property, click the Manage icon in the top right corner. This will open a menu on the left-hand side. Click Apps and Integrations then Marketplace.
Omniboost currently offers the following connections to Cloudbeds clients:
Quickbooks Online (Enterprise/Desktop version is not supported)
B. In the search bar, start typing the name of the system you want to connect to.
The example used in this document is Quickbooks but the same steps apply to all systems listed above. Select the option provided by Omniboost. Click Learn More.
C. You will see the option to submit a request to the Cloudbeds team. Click Submit request and the Cloudbeds team will reach out with more information about the pricing.
D. Once the pricing has been agreed upon, the Submit Request button shown above will change into the Connect App button in the screenshot below.
2. Connecting to Omniboost
When your billing configuration is complete, please reach out to the Omniboost team via firstname.lastname@example.org. Please let the team know which system you would like to connect to and you will receive detailed instructions on how to complete your accounting mapping and integration settings.