How to Link your QuickBooks Account to StoreFeeder

Info: How to Link your QuickBooks Account to StoreFeeder A step-by-step guide on integrating your QuickBooks account with StoreFeeder

What's this Integration used for?

Our QuickBooks integration enables you to:

Automatically send data information to your QuickBooks account.
Set which order statuses will be sent to QuickBooks
Specify which channels sales data will be exported for

Step-by-Step Guide

Step 1.

First, sign in to StoreFeeder using your login details. You will then be brought to the 'Dashboard' and will see a yellow bar at the top of the page indicating that you have sales channels that have not been tested. To begin the integration, click on the link in the yellow bar .

If this yellow bar doesn't appear on your dashboard then look to the top right of the page for 'Settings' then click 'Your Integrations'.

Step 2.

You will now see the 'Integration Manager' page and a list of all of your channels. To integrate StoreFeeder with QuickBooks, click on 'Edit/View Integration' . If QuickBooks does not already appear on this list, then you will need to set up a new integration for it; you can do this by clicking the green button marked ' New Integration' . Both options have been circled in the pictures below:

Step 3.

If you are editing an already existing integration, you can skip this step.

If you are creating a new integration, you will then be greeted by the following screens, where you will need to pick the circled options.

You will then be asked to input a name for the integration and if you wish to extend permissions to all users on your account. Once you have finished, click the '+Add Integration' to proceed.

Warning:

Step 4.

You will now need to link your QuickBooks account to StoreFeeder.

Click on the 'Edit/View Integration' link for the QuickBooks integration you have created, and it will take you to the settings page for the integration.

Once on that page, click on the 'connect to QuickBooks' link, and you will have taken to your QuickBooks login page

Depending on how your QuickBooks account has been configured, you will be asked for two-step verifications to be entered.

Once you have logged in, you will be taken to another page which allows you to give StoreFeeder access to your QuickBooks account.

Once permission have be granted, you should be able to go back into the QuickBooks integration page and use the test connection to confirm the setup was successful.

Finishing Up

Now that you have finished linking QuickBooks and StoreFeeder there are just a few extra bits you need to do within StoreFeeder.

The first thing you'll need to do is to select the 'Order Statuses to Export' for this channel. These will determine which orders are sent to QuickBooks. To add the order statuses to the list, simply find them in the list and click on them to add them.

The second thing you'll need to do is select how you would like StoreFeeder to export your orders to QuickBooks as an order is changed to a selected export status (Transaction Per Order) or once a day (Transaction Per Channel Per Day).

Click the 'Save' button once you have selected the settings you require.

In the 'QuickBooks Settings' tab, you can specify exactly what information is exported from each of your channels to your QuickBooks account. You will see all active integrated channels in the 'Channel' column. To enable a channel for export to QuickBooks, set the option in the 'Export Orders' column for that channel to 'On'

The 'QuickBooks Account Code', 'QuickBooks Account Shipping Code' and 'Tracking Option Values' are all downloaded from your QuickBooks account at the point of integration. The values that you can select for these options all relate to the information you have set up.

Warning: All I Can See is N/A If you don't have any Tracking Option Values setup in QuickBooks, then only 'N/A' will be available as a value to select. In addition, there is the Tax Rates Mapping that is required to map your tax rates in StoreFeeder with those on QuickBooks. The rates you have on QuickBooks can be imported and mapped from the 'QuickBooks Tax Rates Mapping' tab. From that page you can download the rates using the download button and then map those to rates in StoreFeeder.

Once you have set what information will be exported, set the Active toggle to 'On' and click the 'Save' button to finalise the integration.

Note: you will not be able to set the integration as active until the Tax classes have been mapped.