Integrating with QuickBooks

Overview

This guide walks you through linking your QuickBooks account to StoreFeeder and completing the initial configuration.

What the QuickBooks integration does

The QuickBooks integration enables you to:

• Automatically send order data to your QuickBooks account.
• Set which order statuses are sent to QuickBooks.
• Specify which channels have their sales data exported.

Link your QuickBooks account

Step 1

Sign in to StoreFeeder. If a yellow notification bar appears at the top of the Dashboard, select the link in that bar to go to Integration Manager. If the yellow bar is not present, select Settings in the top-right corner, then select Your Integrations.

Step 2

On the Integration Manager page you will see a list of all your channels. To integrate with QuickBooks, select Edit/View Integration next to an existing QuickBooks integration, or select the green + New Integration button to create one.

Step 3

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

For a new integration, select the options highlighted in the screens below.

Enter a name for the integration and choose whether to extend permissions to all users on the account. Select + Add Integration to continue.

Warning:

Step 4

Select Edit/View Integration for your new QuickBooks integration to open its settings page.

Select Connect to QuickBooks to be taken to the QuickBooks login page.

Depending on your QuickBooks account configuration, you may be prompted for two-step verification. After logging in, grant StoreFeeder access to your QuickBooks account.

Once access is granted, return to the QuickBooks integration page in StoreFeeder and use Test Connection to confirm the setup is working.

Finish configuration

Order statuses and export type

Select the Order Statuses to Export for this channel. These determine which orders are sent to QuickBooks. Select each status you want to include from the list.

Choose how StoreFeeder exports orders to QuickBooks: Transaction Per Order (as each order reaches an export status) or Transaction Per Channel Per Day (once daily).

Select Save when done.

Channel export settings

In the QuickBooks Settings tab, set the export preferences for each channel. Set Export Orders to On for each channel you want to send to QuickBooks.

The QuickBooks Account Code, QuickBooks Account Shipping Code, and Tracking Option Values are downloaded from QuickBooks at the point of integration and reflect your QuickBooks configuration.

Note: If you have not set up any Tracking Option Values in QuickBooks, only N/A will be available to select.

Tax rates mapping

In the QuickBooks Tax Rates Mapping tab, map your StoreFeeder tax classes to the corresponding rates in QuickBooks. Use the download button to import your QuickBooks rates, then map them to the appropriate StoreFeeder rates.

Once your settings are configured and tax classes are mapped, set the Active toggle to On and select Save to finalise the integration.

Note: You cannot set the integration as active until all tax classes have been mapped.