QBO set up

Associating your e-commerce business with QuickBooks Online (QBO) can be done seamlessly, @jls100. We'll provide details to help you connect your sales channels and bank accounts while ensuring all your inventory items get imported into your company file.

Before anything else, please know that QBO currently works with apps like Shopify, eBay, and Amazon sales channels. Additionally, stores for any channel can only be connected one at a time and can be integrated only after the first store is connected. You'll then want to click 'Connect a sales channel' in the Overview tab.

For more details, you can check these pages:

• Your guide to e-commerce
• Accounting for e-commerce

To link credit cards and other bank accounts to QBO, these are the steps:

1. On the left navigational bar, go to the Transactions tab and select Bank transactions.
2. Click the Link your bank button.
   
3. In the Search bar, enter the name of your bank account and then click on the result. Please know that the steps to complete the connection will depend on the bank account that you're trying to connect.
4. Follow the on-screen instructions.

For visual reference, see the screenshot below.

After you've connected your bank account, you can visit this article to streamline connecting your other accounts to the program: Connect bank and credit card accounts to QuickBooks Online.

Regarding importing inventory items, please know that there's a specific format for the spreadsheet file that you need to follow so the program can read and add your inventory to your company file. Therefore, modifications to the existing spreadsheet or Excel file are required to ensure everything is available in QuickBooks. For more details, please refer to this article: Import products and services into QuickBooks Online.

On top of that, we recommend checking this page to help you manage bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.

If you need assistance tracking inventory or managing customer transactions in the QuickBooks setting, our QuickBooks Live Expert Assisted can offer tips and guide you through completing it seamlessly. Feel free to check them out anytime.

Please let us know in the comment section if you have questions about QuickBooks. We're also ready to extend a helping hand to ensure your e-commerce business is well-settled in QuickBooks.

@jls100 

The inventory management feature in QB Online offers limited functionality. You must have a third-party inventory management app as a hub to sync between QBO and your marketplaces.

Thank you for your detailed response. I feel badly that you went to great effort to produce a lengthy response as perhaps I did not state it clearly enough.  I do not have the time to read or watch tutorials of everything involved in order to perform the set up, but an looking for recommendations of someone who might do it for me. I could take it over once everything is set up.