Set Up and Use Your QuickBooks Connector
You can get to this part of the system by clicking on the gear-shaped button on the right side of our blue Admin Toolbar, click Settings, then click POS Settings > QB Connect.
Our process for setting you up with the QB Connector feature begins with an appointment with a QuickBooks specialist who will walk you through the setup process. When you first look at this area, you'll see a notice warning you to save any other settings you might have changed, since the link for the QB setup will take you to a different part of the system. Here is a preview of the kind of data you can sync using the Desktop version of Quickbooks. You're also able to set how many days back you want the data to go, and whatever transaction dates you wish to work with. Your Quickbooks specialist will go into detail about how all of this works.
We also have the ability to connect with the Cloud version of Quickbooks, but it requires a third-party utility (that has a monthly fee) to facilitate the connection. You are also more limited on the kinds of data that can be synced. Here is a preview of the interface for the Cloud version:
We are planning an in-depth walk-through that will allow you to configure your own Quickbooks integration, if you like. For now, if you have further questions, please click here to go to our overview with some important information about what you can and cannot do with the Quickbooks Connector.
Save Your Work! Please note that after you have adjusted your settings, you need to find the green Save button at the bottom of the screen and click it or the system will not keep the changes you made!