<aside> đź’ˇ QuickBooks is an accounting software that you can use to keep track of your business financially. Our latest feature allows you to integrate your QuickBooks account with your POS. This means that all activity in your POS will be transferred over to your QuickBooks including sales, expenses, and inventory. You can save a lot of time by using this feature! It is important to note that QuickBooks offers different "plans" so only certain information will be passed to QuickBooks depending on what your plan permits.

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<aside> đź’ˇ The POS QB integration only works with the QBO Plus plan and higher because these plans support Inventory Tracking.

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Enable QuickBooks integration

  1. In the Web app, click on the "Settings" tab on the navigation bar to the left.
  2. In the subsection below Settings, click on "QuickBooks".
  3. Locate the section "Integration Status". If it says "Currently disabled", click on the blue "Enable" button.
  4. A pop-up browser will appear and it will ask you to sign into your QuickBooks account.
  5. Once you have properly signed in, your Integration Status will change to "Currently enabled" and new sections will appear on the page.

Configure your QuickBooks account

Enable Location Tracking

  1. In QuickBooks, go to your “Account and Settings” page.

  2. In the sidebar menu of the Settings page, click “Advanced” at the bottom of the menu.

  3. Under Categories, enable “Track Locations”.

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