Connecting your Quickbooks Online account allows orders to flow from your customers into Quickbooks, saving you having to manually enter them.
It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock šš½āāļø
Connecting your Quickbooks account
To connect your Quickbooks account, go to Settings āŗ Integrations. On the card for QuickBooks, click Connect. Youāll be taken through the steps to connect your Quickbooks account.
Importing customers
Once your Quickbooks account is connected, you need to import your customers into Upstock.
Importing products
To import your Quickbooks products, go to Products āŗ Import products. Select the products you want to make available to customers on Upstock, then click Import.
Please note that we are unable to support product bundles at this time.
Pricing & discounts
If you're using our price lists feature, these prices will be used instead of the prices and discounts you have in QBO.
Note: If you update the base price it will affect all price list prices. See this article for more info.
Customers will not see any discounts you set on price lists, just the final sale price. The name you give a price list is also hidden from customers.
Ordering workflow
Once your customers and products are added you can start taking orders.
Hereās how it works...
Customers place orders using Upstock, saving you having to enter them.
You review the order in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
When you mark an order as shipped in Upstock, an invoice is automatically created in Quickbooks.
You can then send invoices to customers from Quickbooks.
Disconnecting
You can disconnect your Quickbooks account at any time by going to Settings āŗ Integrations, then clicking Disconnect.
Important notes before going live:
You must have the āCustom transaction numbersā setting turned off within QBO. This is found in your Quickbooks Settings - Account and Settings - Sales.
āWe push through order references to the āMessage on Invoiceā section. This section is often used to store bank account details and they'll be overwritten. If you supply these bank details we can ensure they're still included on invoices.
We're able to support "Locations" within Quickbooks and automatically apply them to invoices. Please contact us if you'd like this enabled.
Give us feedback
Weād love to hear what you think about our Quickbooks integration. If you have any comments or suggestions, please get in touch.