QuickBooks Integration

Configuration manual

Install, enable and set configurations.

Quickbook Extension Installation and Configuration Guideline

• Installation
  • Download the plugin and install and activate from Extensions⇾My Extensions
  • To set config, click on the configure option.
• Quickbook Setup
  • Sign in to your Quickbook account.
  • Select My Hub > App dashboard from the top-right corner of the toolbar.
  • Select the app card with a + to create a new app.
  • Follow the on-screen steps (Select the accounting scope with Read and Write access).
  • Copy the redirect URL from the plugin configuration and set it up in Quickbook (Ref: Set app redirect URIs)
  • Get Client ID and Secret from QuickBook (Ref: Get the Client ID and Client Secret for your app)
• Configurations
  • Enable the integration - Set enable integration to Active
  • Enable the initial sync by GUI - provides the option to sync initial data from settings
• Set all Quickbook configuration details like QuickBooks Client ID and Client Secret.
• Click on Verify API Connection to verify credentials.
• Click on Set Payment methods to set up all the payment methods (If you don’t see your desired payment method then create it in Quickbook and select that)
  Note: If you did not select any method used in the order, the sales and refund receipts will be blank.
• Save the payment methods and close the model.
• Now select all the Quickbook accounts that are created from the chart of accounts in Quickbook.
  Note: All accounts are required for sync, If any of them are left blank then it will break the sync process and not sync proper data.
• Save the configurations.
• Initial sync
  • Go to Settings→Extensions→Quickbook
  • Click on the Sync to quickbook button to initially sync all data.