QuickBooks Online
Connect Quickbooks and Sales Order
Quickbooks Authorization
- Click the "Quickbooks Online" button under the settings menu to enter the Quickbooks connection page.
- Click "Connect to QuickBooks" to enter the QuickBooks account login page, enter your account information to log in, and click "Concatenation" to complete the authorization.
- After successful authorization, create a Customer account, fill in all required fields, and click the "Save Settings" button to save the settings.
Enable/Disable QuickBooks Online Integration
Turn on Enable Integrations to enable QuickBooks Online integration, data can be synchronized to QuickBooks; conversely, turn off Enable Integrations to disable QuickBooks Online integration, data will not be synchronized to QuickBooks.
Enable/Disable Auto Push Invoice to QuickBooks Online
Turn on Auto Invoice to automatically push invoices to QuickBooks Online when orders are invoiced; conversely, turn off Auto Invoice, when orders are invoiced, invoices will not be automatically pushed to QuickBooks Online, manual execution is required.
Disconnect QuickBooks Integration
- Click the "Disconnect" button to pop up the confirmation window, after confirmation, the Quickbooks connection is disconnected, and you will no longer be able to send invoices from WindingFlow to your QuickBooks account.
Product Settings
When creating new products in QuickBooks Online, you need to set the default inventory quantity and default inventory start date.
Sync Invoice to Quickbooks
Instance and QBO Association
Enter the Setting module of the order system, select the instance to send data to, enter the instance details page, select the connected QuickBooks configuration in the QuickBooks Online Integration area, and enable Enable and Auto Invoice as needed, click the "Save" button to save successfully.
Auto Send Invoice
When Auto Invoice is enabled, invoices will be automatically pushed to Quickbooks after creating an invoice for the order.
- In the Fulfillment details page of the order system, check the shipped orders and click the "Create invoice" button to create an invoice.
- Click the "Invoice" menu to check if the invoice push to quickbooks status is successful.
Manual Send Invoice
When Auto Invoice is turned off, or in case of unexpected situations where automatic sending fails, in the Invoice interface, you can check the Invoice and click Send To Quickbooks to manually push the invoice to Quickbooks.
View Invoice in Quickbooks
Enter the Quickbooks backend Customer module to view detailed invoice information.
Troubleshooting
Common Issues
If you encounter any issues when sending invoices:
- Authentication Error: Ensure your QuickBooks Online connection is active and authorized
- Missing Configuration: Verify that customer name and all required accounts are configured
- Permission Error: Check that you have the necessary permissions in QuickBooks Online
- Account Creation Failed: If account auto-creation fails, manually create the accounts in QuickBooks Online first
Error Messages
The integration provides detailed error messages in the invoice list:
- Hover over the error badge to see the full error message
- Fix the issue based on the error message
- Resend the invoice after fixing the issue
Getting Help
- Check the integration status on the QuickBooks Online settings page
- Try disconnecting and reconnecting the integration if issues persist
- Contact our support team at help@support.windingflow.com for assistance
