You can use the Upsales app to integrate with your QuickBooks account.

This article covers:

• Activating QuickBooks
• Configuring QuickBooks
• Syncing QuickBooks

Activating QuickBooks

1. Click Settings → App directory:
   
   
   
   
2. Locate QuickBooks in the Apps list:
   
   
   
   
3. Click Activate or Buy depending on your account.
   
4. Click Accept terms to continue.

Configuring QuickBooks

1. Choose when orders will be synced to QuickBooks:
   
   
2. Press the Click to connect button and follow Intuit's instructions. You'll be redirected back to Upsales, with the button replaced by the message "Connected with oAuth".

Syncing QuickBooks

After activation, all products in your QuickBooks account will be synced to Upsales. This includes their product categories.

A customer field is created where you need to define what currency to use for the customer in QuickBooks.

An order that fulfils four criteria will be synced to QuickBooks as an invoice. The criteria are:

• Contains only QuickBooks products
• In the configured order stage
• QuickBooks currency is set on the customer in Upsales
• Currency on the order matches the one on the customer

When it syncs the customer and contact data is created or updated in QuickBooks. 

The following fields are synced:

Order

• Currency
• Currency rate
• Customer
• Sales lines as below

Sales lines

• Discount amount
• Product
• Quantity
• Tax code
• Total amount
• Unit price

Customer

• Billing address
• Name
• Notes
• Phone number
• Shipping address

Contact

• Active status
• Email address
• Name
• Notes
• Phone number
• Title

Product

• Active status
• Cost
• Name
• Sales price