QuickBooks Online Integration

QuickBooks Online is the recommended version by both InkSoft and QuickBooks.

The main difference between the Online and Desktop versions is that the online version is cloud-based and operates on the Internet. The desktop version is downloaded, installed, and locally operated on a computer.

Connecting QuickBooks Online to InkSoft

• Hover over Settings
• Hover over Advanced
• Click QuickBooks

• Choose option QuickBooks Online
• Click Connect to QuickBooks

Next, Sign In with your QB Account info:

• Enter your Email or User ID
• Enter Password

Aligning with the Chart of Accounts

You will want to make sure you are aligning with your Chart of Accounts on QuickBooks. The good news is that once connected, InkSoft will see your chart of accounts that have already been set up in QuickBooks.

Example: I want my Inventory Items/Products to go into my Cost of Goods Sold Account on QuickBooks. 

• Select the appropriate chart of account for each section in the dropdown
  
  
  
• Click Save

The QuickBooks Chart of Accounts

Unsure of which  Chart of Accounts to use? Follow the steps below to see which chart of accounts are associated with each name. You can cross-reference this information with what appears in the drop-down boxes in InkSoft. 

• Login to your QuickBooks Account
• Hover over Transactions on the side menu
• Click Chart of Accounts

Below, you will see breakdowns of different Chart of Accounts for certain datasets you may want to capture.

• Credit Cards/Cash/Check 
  For Credit Cards/Cash/Check options, make sure you have the Chart of Accounts setup
  with the Type set as "Other Current Assets".
• Fees
  For the Fees option, make sure you have the Chart of Accounts set up with the Type set as “Expenses”.
• Gift Certificates
  For the Gift Certificate option, make sure you have the Chart of Accounts setup with the Type and SubType set as "Other Current Liabilities".
• Rush Surcharge
  For the Rush Surcharge option, make sure you have the Chart of Accounts setup with the Type as "Income" and SubType as Sales of "Product Income" or "Service Fee Income". Setting the type as “Cost of Goods Sold” will also work.
• Discount
  For the Discount option, make sure you have the Chart of Accounts setup with the Type set as "Income" and SubType as "Discounts Refunds Given".

Be sure to Save and Refresh the QuickBooks Page on InkSoft Side.

Shipping 
If you don't see the shipping options, it is likely shipping has not been enabled in your QB account. In order to access this setting, click the Gear Icon in the top right >Account and settings>Sales and enable Shipping.

Be sure to Save and Refresh the QuickBooks Page on InkSoft Side.