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How Mobile Field Service Software Reduces Operational Expenses
March 27, 2025Switching Your Accounting Link to QuickBooks Online (QBO)
Step 1 - QBO Technical Pre-Requisites (Required)
⚠️ Important This step must be completed by a qualified IT professional at your company, or someone acting on your behalf.
QuickBooks Online requires a secure HTTPS URL to authorize the connection.
- You will need a sub‑domain (sometimes called a third‑party domain)
- Example:
- Existing website: www.mycompany.com
- Required secure URL: qbo.mycompany.com
This secure URL must:
- Point to your external IP address
- Use HTTPS
- Be accessible from the internet
If you do not manage your own DNS:
- Ask your DNS provider to create an ‘A’ Record to the DNS with the URL pointing to your external IP and set the TTL value to 3600.
💡 Tip: If you do not already have a secure URL, you will need to purchase an SSL certificate. For your QuickBooks Online (QBO) connection, a basic Domain Validation (DV) certificate is sufficient. We recommend choosing a certificate that auto‑renews to avoid future connection issues. DV certificates are widely available from many providers at a low cost. If you would like recommendations for reliable, inexpensive options (some under $20 per year), contact the Miracle Service Support Team.
✅ Once your secure URL has been created, and if you have an open ticket with the Miracle Service Support Team for this service, please email the URL to Miracle Service Technical Support. This will allow the secure URL to be configured with Intuit by the Miracle Service Support Team, and a date scheduled for the Miracle Service–QBO connection.
Your internal router must forward the following ports to your Miracle Service web server:
- Port 80
- Port 443
Without this, QuickBooks Online will not be able to complete the authorization process.
Step 2- Prepare Your QuickBooks Online Data (Highly Recommended)
When QBO connects to Miracle Service, all active data is sent across automatically. Before the connection, we strongly recommend cleaning up your QBO file.
What Gets Imported from QBO
Only active records are imported:
- Customers (and Customer Types)
- Suppliers
- Inventory Items
- Payment Terms
- Payment Methods
Inactive records are not imported.
Why Data Cleanup Matters
Anything active in QBO will appear in Miracle Service. This is the best time to:
- Inactivate old customers
- Inactivate unused suppliers
- Inactivate inventory items you no longer use
Doing this in QBO before connecting saves time and avoids extra cleanup later.
💡 Tip: You can delete items later in Miracle Service, but cleaning up any inactive records in QBO first will save you time.
Step 3 - The QBO Connection
* This step is completed in co-ordination with the Miracle Service Technical Support Team
A connection to your QuickBooks Online file will be initiated, and QuickBooks will then perform a comparison between:
- Your QuickBooks Online file
- Your Miracle Service database
An Audit Report is generated which highlights any setup items that do not match and need attention.
Common areas that may need attention include:
- Missing Taxes (to be added directly in Miracle Service)
- Other non-matching settings or items
All corrections will need to be made before QBO can finish the Miracle Service sync.
When the import runs:
- QuickBooks Online pushes data into Miracle Service
- Only new items are imported
- Any data that already exists in Miracle Service is skipped
Imported data includes:
- Customer Types
- Customers
- Suppliers
- Inventory Items
- Payment Terms
- Payment Methods
- Classes (linked to Group Types)
Step 4 - After the QBO Import Completes
After the data import is complete:
- Review Customers, Suppliers, and Inventory in Miracle Service
- Manually delete anything you do not want
At this point, both systems should be aligned, and the Miracle Service accounting export enabled.
Summary Checklist
Before scheduling your Miracle Service/QBO connection, make sure you have:
✅ Worked with you QuickBooks advisor to successfully migrate your QuickBooks Desktop to QuickBooks (Online) version
✅ Contacted your Miracle Service account representative to arrange for the Technical Support service to modify the Miracle Service accounting connection
✅ Created a secure HTTPS sub‑domain
✅ Configured port forwarding (Ports 80 and 443)

