Connect your QuickBooks Online account to your POS and your daily sales, purchases, and inventory value flow into QuickBooks automatically — no manual entry needed. This article covers connecting the two accounts. To understand exactly what syncs and how, see the QuickBooks Integration Overview. To choose which QuickBooks accounts your activity posts to, see QuickBooks Mapping.
You'll need QuickBooks Online Plus or higher. Lower plans don't support the inventory tracking features the integration relies on.
Enable QuickBooks integration
- In the Web app, click on the "Settings" tab on the navigation bar to the left.
- In the subsection below Settings, click on "QuickBooks".
- Locate the section "Integration Status". If it says "Currently disabled", click on the blue "Enable" button.
- A pop-up window will ask you to sign in to QuickBooks. Sign in with the account you use for your store's books.
- Once you've signed in, your Integration Status will change to "Currently enabled" and new configuration sections will appear on the page.
Configure your QuickBooks account
Enable Location Tracking
Every journal entry and bill the integration creates is tagged with your store location, so QuickBooks needs location tracking turned on.
- In QuickBooks, go to your “Account and Settings” page.
- In the sidebar menu of the Settings page, click “Advanced” at the bottom of the menu.
- Under Categories, enable “Track Locations”.
Next steps
Once connected, two more setup steps make sure your numbers land in the right place:
- Map your accounts, locations, and products — see QuickBooks Mapping. This determines which QuickBooks account each type of activity posts to.
- Learn what to expect in QuickBooks — the QuickBooks Integration Overview explains the nightly sync, daily journal entries, and how purchase orders become bills.