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Set up your integration between Shopify and QuickBooks Online within minutes using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Step 1: Connect Begin by connecting your apps to QuickBooks Connector (OneSaas). If you haven't already connected your apps, you can follow our guides to connect Shopify and QuickBooks Online. Step 2: Configure The configuration process below will present you with various options detailing exactly how you want your Shopify and QuickBooks Online integration to work. You'll need to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices. You'll be required to set up your Synchronisation Options before you can start configuring your workflows. You need to set up the following: Account timezone Integrations starting date Email sync report options You'll be presented with workflows that are al

Learn how to integrate Wix with QuickBooks Online using QuickBooks Connector (OneSaas). Set up your QuickBooks Connector integration between QuickBooks Online and Wix using our simple setup process. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. QuickBooks Connector can integrate with any of the following Wix modules: Wix Stores Wix Events Wix Bookings Wix Hotels Wix Invoices Step 1: Add QuickBooks Connector to your Wix store Start by adding QuickBooks Connector to your Wix store. Here’s how. Go to the Wix App Market, then search for QuickBooks Connector. Select Add to Site. Create an account.  Follow the prompt to authenticate the connection to QuickBooks Online. Note: If you need help connecting to QuickBooks Online, contact our support team. Step 2: Set up your synchronisation options The configuration process below will present you with various options detailing exactly how you want your Wix and QuickBooks Online i

Find out why Amazon-Fulfilled Orders don’t have customer data when you send it to QuickBooks. In line with Amazon’s Data Privacy Policy, all Amazon-Fulfilled Orders won’t include customer data when you send it to accounting software.

Here's the step-by-step guide on how you can connect Magento with your QuickBooks Connector (OneSaas) file after registering your account with us. Note: QuickBooks Connector only supports integration with Magento versions 2.0 or higher. Installing our plugin Download the QuickBooks Connector Magento 2.0 plugin. Our Magento plugin connects QuickBooks Connector to your Magento 2.0 site. Remember where you saved this plugin. Extract the contents of the zip file. Copy or transfer all of the extracted files to your Magento installation directory. Run the following command to install the plugin:php bin/magento setup:upgrade Log on to the admin section of your Magento. Select the QuickBooks Connector > Integration link from the System menu. This will provide you with the QuickBooks Connector API Key. Copy this key. You'll need it later in the integration process. Connect Log in to your QuickBooks Online account.  Go to Apps and search and install the app Magento Connector

While it may be possible for us to sync historical data going back years, it's not really the focus of our service and we find that if we go back too far, issues can arise. Here are some of those common issues explained further. API limitations Sometimes, other systems we integrate with will have API limitations of their own. 3rd party APIs set limits that can prevent us from sending too much data at once. For the majority of the time, this is usually okay, as the time we'll only be sending are little bits of data hourly. However, if we're going to push a whole year’s worth of data, we'll most likely hit these limits. As a result, we'll have to wait until the limits reset, then send the next portion of data. This isn't a very smooth process, however, it's an outside limitation that's not in our control. Certain specific eCommerce APIs such as eBay only extract up to 30-90 days' worth of historical data. General Errors with Historical Data One of the most common issues we find with

Learn how to troubleshoot eBay issues with QuickBooks Connector (OneSaas). QuickBooks Connector (OneSaas) reads product codes from the Custom Label field within the eBay system to match up products with other systems. Make sure to populate your Custom Label fields with the correct product codes or SKUs. Note: To prevent SKU conflicts, make sure that the Custom Label fields in both the Active Listings and Stock section match up. Merge sales in eBay QuickBooks Connector doesn’t support merging multiple orders from the same customer into a single order for fulfillment on eBay. Changes like these should be manually edited within the fulfillment app to avoid duplication. Synchronise historical data If you're integrating eBay with QuickBooks Connector, note that there’s a known limitation where eBay doesn’t provide all the requested historical data to QuickBooks Connector. It only provides a limited range of historical data. Currently, QuickBooks Connector is able to pull data dated 90 days

Learn how to integrate your stock levels between eCommerce systems and QuickBooks Online. QuickBooks Connector (OneSaas) typically has the ability to integrate stock levels between e-Commerce systems and QuickBooks Online. Stock control features can often be a part of your QuickBooks Online. Learn how QuickBooks Connector works QuickBooks Connector pulls product data from both e-Commerce and QuickBooks Online. This includes the SKU/Product Code and product name. QuickBooks Connector will then match products between the two systems based on SKU/Product Code. If the stock level option is selected, QuickBooks Connector will check your QuickBooks Online for stock levels and then carry this across to the eCommerce system. Going forward, your QuickBooks Online will alert QuickBooks Connector if there have been any stock level updates. When a sale is made in the eCommerce system, stock levels are processed in the following method: QuickBooks Connector pulls sales invoices from the eCo

Learn how to manage your sync settings in the QuickBooks Connector (OneSaas) dashboard. You can manage your synchronisation settings in the QuickBooks Connector (OneSaas) dashboard. You can even turn the automatic sync on or off completely if you prefer to manually trigger a sync only when needed. We also give you the option to set your Timezone and your Integrations Start Date. Here’s how. Manage your sync settings Our Sync settings can be found on the main configuration dashboard under the Manage tab. Sync Now - You can easily turn the automatic sync on or off on this page. The Sync Now button will trigger a sync right away without waiting for the automatic sync. Configure - Select Configure to see additional settings. Account Timezone - This timezone affects data like invoice and payment dates. Integrations Starting Date - This is the date when we start pulling your financial data. In this example, we won't pull any data before the 1st of September 2021. In accordance with var

Connect WooCommerce to QuickBooks Online Learn how to connect your WooCommerce with QuickBooks Online. Before connecting to WooCommerce, check for the following requirements: WooCommerce version 3.5 or above WordPress version 4.4 or above Use pretty permalinks so that the custom endpoints are supported. To change your permalinks, go to Settings, then select Permalinks. Default or plain permalinks won’t work. Here's a step-by-step guide on how you can connect WooCommercewith your QuickBooks Online account. Sign in to your QuickBooks Online account. Go to Apps, then search for and install WooCommerce Connector. Select Get app now, then select Connect. You’ll be redirected to the Connections tab in your QuickBooks Connector. Select Connect to WooCommerce.  Enter the complete domain and URL to your WooCommerce instance (without /wp-admin). Then select Connect to WooCommerce. Enter your WooCommerce credentials, then select Login. Select Approve. Your WooCommerce account is

Learn why you need to use clearing accounts in your accounting systems. In our highly connected, networked, and real-time information world, you’d think when you make a payment on a credit card, the amount is immediately transferred to the merchant.  This isn’t the case, and it’s going to take a major change in technology to change that. Banks and other financial institutions will tell you their technology is cutting edge. The real truth is they aren’t, with a few exceptions. The underlying problem is that it takes 2-3 days for funds to clear through the various banking systems around the world. The more parties there are in between, the longer it takes. Technologies like blockchain and smart contracts will eventually fix this, but that’s another story. For now, if you’re an e-commerce merchant and you use a payment gateway to collect money from customers, whether it’s a credit card, Amex, or other payment forms, there’s a delay of 1-3 days in the funds coming into your bank accou

Learn how to check QuickBooks Connector (OneSaas) reports. QuickBooks Connector allows you to check the errors on your file at a glance. Learn if the connection is successful On your connection banner, you can immediately see if your file has errors: There’s a green check on the banner if there are no errors on your file. A warning sign will be shown on top if there are errors on your file. Once your file has been configured and the connection has detected errors, the errors will show on the corresponding block of the affected workflow. For example, if there are blocked transactions, then the errors will be under the Order workflow block. View error details To view an error’s details, select the Review button on each error cluster. You can check on the details and perform different actions on the error. Detail about action button Icon  Description The Fix button will prompt QuickBooks Connector to lead you to the part of the workflows where you nee

Learn more about the menu functions of QuickBooks Connector (OneSaas). The following guide will be your complete tour through the QuickBooks Connector application. Manage Tab The Manage tab is the first thing you see when you log in to QuickBooks Connector after your initial setup. On this page, you can perform the following tasks: Turn automatic sync off or on. Run manual syncs using the Sync Now button. Configure your integration date and time zone. Check out managing your sync settings. Configure your integration workflows.You can start the configuration process on the Manage tab. This is probably the most important part of your integration, as this is where you tell QuickBooks Connector how you would like the integration to behave. If you need a step-by-step guide for your configuration, you can find our integration guides here. Viewing basic reporting data.You are able to see some reporting data on the Manage tab. This will give you a basic overview of how your integration h

Learn how to create multiple business files in QuickBooks Connector (OneSaas). QuickBooks Connector allows you to manage the integrations for multiple businesses under your single login. This allows you to look after multiple businesses you either manage directly or on behalf of clients/customers. You have full administrative access to each business file, and can invite individuals from within your organisation or your client's organisation to only have access to specific business files.  Create multiple business files Select the Profile icon, then select Switch account. Select New account to proceed. Enter the Account Name of your new OneSaas file, then select Create to complete the process. You now have multiple business files under one user. You can view these files anytime after logging in by selecting Switch account. You can then proceed to set up the integrations for the new business file and invite users to access and manage that file.

Learn how to add users in QuickBooks Connector (OneSaas). In this article, you will learn how to add a new user to your QuickBooks Connector account. Add a user Select the Profile icon, then select Users. Select Invite. Enter the details needed, then select Invite. A welcome email will now be sent to the email specified, this email will include a link for the customer to set up their password.

Learn how to close your QuickBooks Connector (OneSaas) account. If you want to cancel your QuickBooks Connector account, whether because you no longer need it or because it's a duplicate account, here are the step-by-step instructions. Cancel your QuickBooks Connector account Go to Apps. Under My Apps, locate the Connector and select Disconnect. Fill out the survey and select Disconnect to close your account completely. Once the account is closed, you will get a confirmation of the disconnected integration.

Learn how you can connect your BigCommerce account to your QuickBooks Online account. Here's the step-by-step guide on how you can connect BigCommerce to QuickBooks Online. How to connect BigCommerce to QuickBooks Online Log in to your QuickBooks Online account.  Go to Apps, then search and install the app BigCommerce Connector. Select Connect. You will be redirected to the Connections tab in QuickBooks Connector (OneSaas), then select Connect to BigCommerce. You will be asked if you have an existing BigCommerce store, or if you are new to BigCommerce. Before you start the integration, you'll need to have a working BigCommerce store.You will be asked to enter in your login credentials for your BigCommerce account in order to authorise the connection. Your login credentials are not stored within the integration app, or any other system during this process. Once the connection is authorised, you can add another connection by selecting Add Connection, or move forward with conf

Learn how to send your contacts from Shopify to QuickBooks Online. You have the option to choose between three different methods of sending your contacts to QuickBooks Online. We’ll explain how each of these works, and how to set them up. How can I set this up? You'll find the option to change how we send your contacts on your configuration. You can access this by selecting Default Products and Advanced Options as seen in the screenshot. Then select an option at the Assign Sale to the on how you want to send your invoices. Option Description Original Customer Choosing this option will send invoices to QuickBooks Online along with the contact details of the customer who created the invoice. This is great for users who would like to track all of their customers ordering details in QuickBooks Online. Customer’s Organisation This will send your invoices with the original customer's company/organisation details instead of the contact itself. This is usefu

Find out how to request a refund for a QuickBooks product you purchased and track the refund status. Note: The 60-day money back guarantee does not apply to monthly QBO subscriptions. In most cases, if you purchased an annual subscription for QuickBooks Online, and it’s within 60 days of the purchase date, you’re eligible for a refund under our satisfaction guarantee. There are some exceptions, so check our return policy for details. To begin, select if you purchased your product directly from Intuit, or from another retailer. Request a refund for QuickBooks purchased directly from Intuit Select the product you are requesting a refund for. Enter your order/bill number. Enter Associated email. Select Find my order details. Review your order details and charges. Select item(s) to be refunded. Select the reason for refund(s). Provide more details, if applicable, for the reason of requesting a refund. Fill in your Contact details & Mailing Address.

Learn how to fix QuickBooks Connector (OneSaas) errors in Wix. We’ll show you how to fix common QuickBooks Connector errors in Wix. Fix the QuickBooks Connector app launch error Do you get the message "You Are Not Authorised" when you try to open QuickBooks Connector? If you can’t open QuickBooks Connector in Wix, make sure you’re using Google Chrome. Google Chrome is the recommended browser for QuickBooks Connector. If you’re using Google Chrome and you still get the error, sign in to QuickBooks Connector in a new tab, then try to open it again in Wix. If you still get the error, contact us. Find out why you have missing orders Wix has apps that customers can add to their sites. As mentioned in our app listings in the Wix app store, QuickBooks Connector can only pull data/orders from these Wix modules: Wix Stores Wix Events Wix Bookings Wix Hotels  Wix Invoices Note: Historical data sync isn’t possible with Wix Bookings, Wix Events, Wix Hotels, and Wix Invoices. Limitation

Learn how to move the items from your system to QuickBooks Online through QuickBooks Connector (OneSaas). Handle product integration When you use QuickBooks Connector with your system, you need to enter the services and products you have into QuickBooks Online so the transactions can sync. There are two ways you can do this. Manually enter products You can manually enter all products and services from the source system (eCommerce) to QuickBooks Online. This gives you great control over how you enter products in your QuickBooks Online account.  Automatically enter products You can set QuickBooks Connector to automatically create items you don’t have. This is more convenient, however, all the products created have the same set of default settings. Item push options If you want to assign a different income or expense account for different products, then you need to change it within QuickBooks Online after the items are created by the app. Here is a quick explanation of each of these

Learn how to troubleshoot blank screen printing issues. If you're seeing a blank screen when trying to print, this may be caused by the following: The print screen is already open in the background. An Adobe update is available. Note: To avoid issues with printing and other problems, be sure to use a supported, up-to-date browser. Check that the Print screen is not behind all of your open windows Minimise your screens until you see the Print screen. Select Cancel. Once you cancel you should be able to close the blank screen and try to print again: this time with the Print Preview screen showing your content instead of nothing. If you minimise your screens and don't see the Print screen, but do see the Adobe Updater screen, make a selection to upgrade, remind later, etc. Or you can close all of your windows. Then sign out of your company. And then sign back in again and try to print. Need more help? If after going through the two troubleshooting steps and the add-ons

These steps will help diagnose a wide range of PDF printing issues in Windows. For further print troubleshooting steps, see Troubleshooting printing in Windows.For help with Mac printing issues, go to Troubleshooting printing in Safari for Mac. Please follow the steps in order: Part 1: Make sure you can print a local PDF document If you have a PDF document saved to your hard drive, open it from within Acrobat/Reader from File menu and test to be sure you can print it. If you do not have a local PDF document, use Windows Search and look for all files and folders, using *.pdf. If you cannot print a local PDF file, choose one: If you have not yet updated or repaired Adobe, go to Updating, repairing or reinstalling Adobe Reader and follow the steps, then return to this page and begin Part 1 again. If you have already updated and repaired Adobe, complete Part 2 and 3 below. If you have already completed Parts 2 and 3, use this link for further troubleshooting: Troublesh

Learn what are the common tax setups when you use QuickBooks Connector. When using QuickBooks Connector, you'll need to map your taxes as part of the standard configuration process. Below are a few common tax configuration scenarios explained. eCommerce and QuickBooks Online integrations The taxes you have in your eCommerce store must have a corresponding tax code in QuickBooks Online. All you need to do is let us know which taxes from QuickBooks Online match with the ones we found in your eCommerce system. Once the setup is complete, you can continue with the rest of the integration setup. QuickBooks and automatic taxes  There are QuickBooks Online accounts that can automatically calculate sales taxes. If you’re already using the automated sales tax feature, there’s no need for you to configure the tax mappings. QuickBooks will automatically do it for you.

Find out what are the things you need to prepare to successfully connect your accounting system to QuickBooks Online. When you connect QuickBooks Online to QuickBooks Connector, here are the few things you can do to help ensure a successful integration.  Sales tax Make sure all the sales tax you use in the system you receive invoices from are set up in QuickBooks Online. If you don’t use sales tax, create one with 0% for our system to use. We recommend you consult with a tax professional or an accountant on what may be your best options, plus any applicable laws to your state, country, or business. Contacts Make sure your customer data matches the customer data in other connected systems, to help us match your customers instead of creating duplicates. We match customers by name and email. If certain records are missing names or emails, this should be populated before integration. Products Make sure that your product codes or SKUs match corresponding products between connected syst

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