QuickBooks
QuickBooks sync sends your customers, products, invoices and payments to QuickBooks Online.
Updated
Overview
rastr syncs with QuickBooks Online so your books match your shop. It works with QuickBooks Online only. QuickBooks Desktop is not supported.
What syncs
Customers and products
When you create or change a customer or a product, rastr sends it to QuickBooks.
Invoices
An invoice goes to QuickBooks with its line items, tax, shipping and any discount. If you edit the order, the invoice is updated there. Voiding an invoice in rastr voids it in QuickBooks.
Receipts
Each payment you record goes to QuickBooks as a payment against the invoice. Voiding a receipt voids the payment.
What does not sync
Quotes and job board data stay in rastr.
Setup
Only an admin can connect QuickBooks.
- Open Company Settings, then Integrations, and choose to connect QuickBooks.
- Sign in to QuickBooks Online and allow the connection. Make sure you are signed in to the right company first.
- Choose your sales account and the account that receives deposits.
- Match each of your taxes to a QuickBooks tax code, and each of your payment methods to its QuickBooks counterpart.
- Optionally choose a discount account and a shipping item. Without a shipping item, rastr creates a plain Shipping item for you.
When a sync fails
The sync runs at the moment you save. Invoices and payments are refused when QuickBooks refuses them: you see the error and nothing is half saved. Fix the cause, usually a tax or payment method that is not matched yet, and save again. Customer and product changes are different: they are saved in rastr even if the QuickBooks update fails.
If your plan changes
On a plan without QuickBooks, syncing stops. You can still check the connection status and disconnect.