Find out what you need to prepare to successfully connect your accounting system to QuickBooks Online.
When you connect QuickBooks Online to QuickBooks Connector, here are a few things you can do to help ensure a successful integration.
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.
We recommend you consult with a tax professional or an accountant on what may be your best options, plus learn about any laws applicable to your province, country, or business.
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.
Make sure that your product codes or SKUs match corresponding products between connected systems. This helps match your items instead of creating duplicates. Here are the few things to keep in mind:
- In QuickBooks Online, you can use either the Name or the SKU field.
- If you're leaving it up to QuickBooks Connector to create items in your accounting system, keep your product codes under 30 characters. Any longer, and they'll be rejected by your accounting system.
If you're planning on integrating your stock levels from QuickBooks Online using QuickBooks Connector, make sure you have stock levels set up before integrating. You can read more about how our stock integration process works.
Make sure you know how to reconcile your payments in QuickBooks Online using clearing accounts. You can also learn more about how payments are mapped in QuickBooks Connector.