You can use the Upsales app to integrate with your Quickbooks account

This article covers:

• Activating
• Configuring
• Syncing

Activating

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

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

When the app is activated all products from your Quickbooks account will be synced to Upsales along with 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:

• It contains only Quickbooks products
• It is in the configured order stage
• The Quickbooks currency is set on the customer in Upsales
• The 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

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

Sales lines

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

Customer

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

Contact

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

Product

• Name
• Sales price
• Cost
• Active status