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How to Integrate with QuickBooks

1. Introduction
2. Setting Up the Integration
3. Quickbooks Integration Settings
4. Matching
5. Syncing of Orders

1. Introduction

QuickBooks is the most popular small business accounting software businesses use to automate processes such as invoicing, payments, accounting, and more. With SiteGiant Quickbooks Sync, you are able to sync your online order details from your store into Quickbooks easily.

2. Setting Up the Integration

Step 1: Go to Apps > Accounting, then click on QuickBooks.

Step 2: Click on ‘Connect to Quickbooks‘.

Step 3: Sign in to your QuickBooks account.

Step 5: Click on ‘Connect‘ to proceed with the connection.

Step 6: Select the account for Income and Deposit Amount, this is mandatory. Then, click ‘Done‘.

3. Quickbooks Integration Settings

Step 1: Click on the More(…) button and go into Settings.

Step 2: From the Quickbooks Account tab, you can change the Income and Deposit Account.
Other than that, you can Disconnect to unlink your QuickBooks account from SiteGiant.

Step 3: At Invoice Settings, you have to select the default Product Name, default Customer account, Terms, and Discount Code.

You can also choose between using Quickbooks Invoice Number or the Invoice number from SiteGiant.

Product Name: Default Product Name. Products that are not linked properly will be synced to this selected product.
Customer: Default Customer account. Customers (sales channels) that are not linked properly will be synced to this account.
Terms: The terms of your invoices.
Discount Code: To be set as a product in QuickBooks.

4. Matching

Step 1: From the QuickBooks Sync page, click on the ‘Matching‘ button on the top right.

Step 2: Product Manual Matching

i. All your inventory items will be listed, hence click on the dropdown to search the QuickBooks Product Name.

ii. Then, select the relevant product from QuickBooks to match with the Inventory Item in SiteGiant.

Step 3: Product Auto-Matching

i. Click on the ‘Auto Matching‘ icon from the top.

ii. If the Product Name in QuickBooks matches the Inventory Item Name from SiteGiant, the system will automatically match the product for you.

iii. If the auto-matching is correct, you can click on ‘Match All‘.

iv. If the auto-matching is incorrect, you can click on the ‘Delete‘ button, to cancel the auto-match for the item, then click on ‘Match All’ button.

Step 4: Customer Matching

Select the correct Account code from QuickBooks to match with the Sales Channel.

Step 5: Shipping Matching

Select the relevant product from QuickBooks to match with the Shipping code, for each sales channel.

5. Syncing of Orders

Step 1: Go into Quickbooks Sync and click on the Sales Invoice tab.

Step 2: Choose the Unsynced tab and select the order(s) that you want to sync.

Step 3: Then, click on the ‘Sync‘ button

Step 4: The order will then be synced to Quickbooks and then the synced order(s) will fall under the Completed tab.

Step 5: From the Quickbooks Sales Invoices, you will then find the invoices that synced from SiteGiant.

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