QuickBooks Integration on Console

About QuickBooks

QuickBooks is an accounting software by Intuit that helps businesses manage their financial tasks more efficiently. It offers tools for invoicing, tracking expenses, managing payroll, and generating financial reports, making it easier for businesses to handle their day-to-day finances and keep everything organized.

When integrated with retailcloud, QuickBooks allows automatic synchronization of invoices and transactions. This integration simplifies the transfer of sales data, customer information, and transaction details from retailcloud to QuickBooks, keeping financial records accurate and updated.

Integration

Navigate Setting → Integrations → QuickBook

To successfully integrate with QuickBook, users must input essential details including Client ID, Access Token, Refresh Token, Company ID. Clicking on the Connect button will take the user to the QuickBook login page where the user can enter the login credentials and sign in to their account. Successful login results in the integration between retailcloud and QuickBook.

To ensure smooth data synchronization, configure your QuickBooks account in retailcloud by entering key details like Income Account, Expense Account, and Inventory Asset Account for accurate data mapping and better financial management.

Specify which payment methods from retailcloud should link to corresponding payment methods and accounts in QuickBooks to streamline transaction tracking and reconciliation.

Map each retailcloud store location to the correct tax codes in QuickBooks to ensure accurate tax reporting and management for each store.

A "Disconnect" button is available to easily unlink the QuickBooks integration from retailcloud, allowing for a seamless disconnection when necessary.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

See more