QuickBooks Integration

Seamless financial management with QuickBooks Online

Synchronized Data Setup Guide Configuration

Overview

Our QuickBooks integration synchronizes your print shop data with QuickBooks Online, ensuring accurate financial records and streamlined accounting processes. The integration covers products, customers, invoices, and receipts, maintaining consistency between your print shop operations and financial records.

Real-time sync
Secure connection
Automatic reconciliation

Synchronized Data

The following data is automatically synchronized between your print shop and QuickBooks:

Products

  • Product names and descriptions
  • Pricing and cost information
  • SKU and inventory tracking

Customers

  • Contact information
  • Billing and shipping addresses
  • Payment terms and methods

Invoices

  • Invoice details and line items
  • Tax calculations and rates
  • Payment terms and due dates

Receipts

  • Payment records and methods
  • Transaction details and dates
  • Automatic reconciliation

Setup Guide

Follow these steps to set up the QuickBooks integration for your print shop:

1

Create a QuickBooks Online Account

Sign up for a QuickBooks Online account if you haven't already. Make sure you have administrator access to the account.

Note

QuickBooks Online is required for this integration. QuickBooks Desktop is not supported.

2

Connect Your Accounts

Navigate to Settings > Integrations in your print shop dashboard and click "Connect QuickBooks". Follow the OAuth flow to authorize the connection.

Tip

Make sure you're logged into the correct QuickBooks account before starting the connection process.

3

Run Initial Sync

After connecting, initiate the first sync to transfer your existing data. This process may take several minutes depending on the amount of data.

Success Indicator

You'll see a green checkmark next to each synchronized data type when the initial sync is complete.

Synchronization Process

1. Initial Setup

Connect your QuickBooks Online account and configure sync settings

2. Data Mapping

Map your print shop data to QuickBooks categories and accounts

3. Automatic Sync

Regular synchronization of new and updated records

4. Verification

Review and verify synchronized data in both systems

Configuration

QuickBooks Settings

Configure your QuickBooks integration:

  • Connect QuickBooks account
  • Set default accounts
  • Configure tax rates
  • Set sync frequency

Data Mapping

Map your data to QuickBooks:

  • Product categories
  • Customer types
  • Payment methods
  • Tax codes

Related Resources