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 🏃🏽♀️
Connecting your Quickbooks account
To connect your MYOB account, go to Settings › Integrations. On the card for Other accounting apps, click Connect. You’ll be taken through the steps to connect your Quickbooks account.
Once your Quickbooks account is connected, your active customers will be automatically imported into Upstock. This usually takes a day to complete.
To import your Quickbooks products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then click Import.
Once your customers and products are added you can start taking orders.
Here’s 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.
Adding new customers & products
Please note we can't support product bundles at this time.
You can disconnect your Quickbooks account at any time by going to Settings › Integrations, then clicking Disconnect.
Give us feedback
We’d love to hear what you think about our Quickbooks integration. If you have any comments or suggestions, please get in touch.