Premium Feature: QuickBooks Online Connection Setup

Please ask you Growth Advisor about this feature if you want to have it enabled on your account!

In order to connect QuickBooks Online you will need the exact name of 5 accounts found in QuickBooks under Chart of Accounts:

Shipping

    • Correct value: Default "Shipping, Freight & Delivery" or Custom name if you've created an account of Details Type: Shipping, Freight & DeliveryshippingQB.pngAdditionally: Shipping product needs to be created in order to add shipping line item to Invoices / Sales Orders.
      SKUcreationQB.png

Discounts

    • Correct value: Default "Discounts given" or Custom name if you've created an account of Details Type: Discounts/Refunds Given
      DiscountsQB.png

Sales Income

    • Correct value: Default "Sales of Product Income" or Custom name if you've created an account of Details Type: Sales of Product Income
      SalesIncomeQB.png

Inventory asset

    • Correct value: Default "Inventory" or Custom name if you've created an account of Details Type: Inventory
      InventoryassetQB.png

Cost of goods sold

    • Correct value: Default "Cost of Goods Sold" or Custom name if you've created an account of Details Type: Suppliers & Materials - COGSCOGS-QB.png

One you have these 5 values, within Channels Manager got to Marketplaces >> Sales Channels Connections >> Connect More >> QuickBooks

Here you will enter the name of each account:

accountsQB.png

How to check that Invoices and/or Sales orders are recorded under the appropriate accounts (Sales of product income & Cost of goods sold):

  1. Open Chart of accounts -

  2. Find appropriate account

  3. Click on the Run Report

The same works for Inventory - all products from SO and/or Invoices will be recorded there.

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