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QuickBooks Online

Overview

QuickBooks Online effectively integrates diverse e-commerce sales channels, automating data synchronization and providing robust tools for inventory tracking and financial management. Users can efficiently manage transactions, monitor expenses, and gain real-time insights, enhancing overall accounting processes and financial visibility for their online businesses.

This document will guide you through the process of installing the QuickBooks accounting channel on Channels.

Installing QuickBooks Online on Channels

  1. Navigate to the "Stores" page by selecting the "Stores" button in the left-hand menu.
  2. You can edit your store details by clicking the pen icon on the right side below the "Actions" section. For a comprehensive understanding of store functionalities, consult our dedicated documentation page, available here.
  3. Access the "Accounting Channel" tab at the screen's top.
  4. Add an accounting channel by clicking the "+ Add" button on the accounting channel page.
  5. Choose "QuickBooks Online" from the list of accounting channels.
  6. Provide the necessary details as outlined below and click "Save":
    • Channel Name: Specify the name for this integration.
    • Account Nominal Code: For customers using our Billing API, obtain this number through the Billing API. You can disregard this field if you are not a Billing API customer.
    • Add Products to QuickBooks Online: Enable this option to send system-created products to QuickBooks Online.
    • Create Nonexistent Products: If not available on QuickBooks Online, record products in created invoices as the main product.
    • Product Type: With "Create Nonexistent Products" enabled, you can choose the product's saving method. Options include "Non Inventory," "Inventory," and "Service."
  7. Finalize the integration by clicking the "Connect" button between QuickBooks and Channels.
  8. Log in and confirm the connection on the QuickBooks page to proceed.
  9. Congratulations! Your channel is now successfully connected. Click "Continue" to return to Channels.
  10. Activate the QuickBooks channel by toggling the switch in the "Is Active" section at the top of the page; ensure it is turned on for proper functionality, as deactivation will render it inactive.

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