- Overview
- Setup QuickBooks Online Account
- Sync Settings
- Mapping
- Import/Export QuickBooks Online Product Mappings
- Disconnect
Overview
QuickBooks is an accounting software package developed and marketed by Intuit, and AmeriCommerce allows store owners to easily sync their Customers, Orders, and Inventory with QuickBooks through their admin dashboard. This article will guide you through syncing with QuickBooks Online only. If you are using the QuickBooks Desktop version, please see our article on AmeriSync.
Setup QuickBooks Online Account
If you haven't already, you can create an account and purchase QuickBooks Online by clicking here.
Once in your account, you will need to make sure you have Shipping and Discounts turned on if your store is using them. You will find these settings in Account and Settings > Sales within QuickBooks Online:
There will be a pencil icon in the upper right that will allow you to edit the fields. Once enabled, remember to click save.
Sync Settings
Next, you will need to enable QuickBooks Online within your store's admin dashboard. You can find this in Tools > Apps & Addons > QuickBooks Online:
Enable for Store: Enable multiple stores to use the same QuickBooks Online account and mapping.
Import Order as: Choose to import orders as a Sales Receipt or an Invoice. Note: Invoice will be void when an order status is cancelled/declined.
Mapping
Select the specific mapping type you are wanting to configure, then click the Page Edit icon under the Actions column to begin mapping. Next, click the search button to search for a specific item in QuickBooks to map to. You can set up a default non-mapped item. However, if you want to sync inventory, you have to map your products.
Once the search is complete, you will be presented with the search results and a list of items available to map to.
Import/Export QuickBooks Online Product Mappings
The ability to import and export QuickBooks Online Product Mappings allows for easier data management and initial setup. Here’s how to use these features:
Exporting QuickBooks Online Product Mappings
- Navigate to Tools > Data Export > QuickBooks Online Product Mappings.
- Click on the Export button to download a CSV file of the current product mappings.
Importing QuickBooks Online Product Mappings
- Navigate to Tools > Data Import > QuickBooks Online Product Mappings.
- Download a template or use the exported file to modify or add new mappings.
- Ensure the CSV file is updated with the necessary product details, matching the following columns:
- Id
- IntegrationName
- StoreId
- MappingType
- SourceId
- AmericommerceId
- Once your CSV file is updated, return to the same section, upload your file, and click import.
- Verify that the mappings have been successfully imported and check for any errors that may appear in the import log. Click "Errors" on the job to view errors for troubleshooting and making corrections.
Disconnect
If you wish to disconnect the store from QuickBooks Online for any reason, you can find the disconnect link under your QuickBooks Account Number listed in Tools > Apps & Addons > QuickBooks Online: