If you don't already have a QuickBooks account you can start a Free 30 Day trial!
NOTE: Once logged in you will receive authorization confirmation next to your Communication Method.
If you change your password or user ID you will want to make sure you come back to connect with QuickBooks. If you change something on QuickBooks, you want to change it on InkSoft as well. This will ensure strong connection.
You will want to make sure you are aligning with your Chart of Accounts on QuickBooks.
I.e. I want my Inventory items/Products to go into my Cost of Good Sold Account on QuickBooks.
Unsure of where you can find your Chart of Accounts?
Note: In the Screenshot below you are seeing 'default' account names created by QuickBooks.
Orders and Invoices can be exported once it has been approved.
(To Export to QuickBooks your Orders & Invoices must be within Order Stage, Receive Stage, Print Stage or Ship Stage.)
You will receive a green Success Message stating that your orders/invoices have been exported successfully.
Note: The most common error received is a 'Duplicate Customer Encountered' error. This just means that the name of the customer you've exported matches a name that already exists in QuickBooks.
Simply edit the name within QuickBooks to resolve the issue.