QuickBooks Integration

Admin Dashboard > Configuration > General Settings > QB Integration

The QB Integration section in the Admin Dashboard provides tools for integrating the platform with QuickBooks, enabling seamless synchronization of products, orders, and other business data. This feature is crucial for businesses looking to streamline accounting, inventory management, and financial operations.

Purpose and Usage

The QB Integration feature allows administrators to:

• Synchronize product and order data with QuickBooks.
• Maintain accurate financial records and reporting.
• Simplify workflows by automating data exchange between the platform and QuickBooks.

Sub-Sections and Features

1. General Settings

This sub-section configures global settings for QuickBooks integration.

Options:

• Enable:

  • Description: Activates the QuickBooks integration.
  • Use Case: Turn this on to start syncing data with QuickBooks.
  • Effect: Enables all related features and functionalities for QuickBooks data exchange.

• Sandbox Mode:

  • Description: Allows testing of the integration in a sandbox environment without affecting live data.
  • Use Case: Ideal for verifying configuration settings before enabling in production.
  • Effect: Ensures smooth operation by detecting and resolving issues in a safe environment.

• Access Token Expire Date:

  • Description: Displays the expiration date of the current access token used for authentication with QuickBooks.
  • Use Case: Track this date to ensure uninterrupted synchronization.
  • Effect: Helps in proactive renewal of tokens to avoid integration failures.

• Refresh Token Expire Date:

  • Description: Indicates when the refresh token used for renewing the access token will expire.
  • Use Case: Keep track to avoid the need for re-authentication with QuickBooks.
  • Effect: Ensures continuous connectivity with QuickBooks.

• Last Token Generated:

  • Description: Shows the timestamp when the last token was generated.
  • Use Case: Provides insight into recent token activity for troubleshooting.
  • Effect: Helps monitor token lifecycle and identify potential issues.

• Enable Debug:

  • Description: Activates detailed logging for troubleshooting integration issues.
  • Use Case: Enable when encountering issues during data synchronization.
  • Effect: Generates detailed logs to aid in diagnosing and resolving problems.

2. Product Settings

This sub-section defines how products are handled during synchronization.

Options:

• Create New Product if Not Exist in QB:

  • Description: Automatically creates a new product in QuickBooks if it does not already exist.
  • Use Case: Saves time by eliminating the need to manually create products in QuickBooks.
  • Effect: Ensures product data consistency across the platform and QuickBooks.

• Map QB Product Name Field with:

  • Description: Maps the product name field from the platform to a corresponding field in QuickBooks.
  • Use Case: Ensures accurate product identification and synchronization.
  • Effect: Avoids mismatches and errors in product data.

3. Order Settings

This sub-section manages how orders are synchronized with QuickBooks.

Options:

• Enable Order Sync:

  • Description: Activates the synchronization of orders from the platform to QuickBooks.
  • Use Case: Use this to automate the transfer of sales data for accounting purposes.
  • Effect: Eliminates manual data entry and reduces the risk of errors.

• Start Order ID:

  • Description: Sets the starting order ID for synchronization.
  • Use Case: Define the ID from which orders should begin syncing.
  • Effect: Controls the range of orders sent to QuickBooks.

• Last Cron Status:

  • Description: Displays the status of the most recent synchronization job.
  • Use Case: Monitor to ensure that synchronization processes are running smoothly.
  • Effect: Provides insights into integration performance.

• Failed Orders:

  • Description: Lists orders that failed to sync with QuickBooks.
  • Use Case: Review this list to identify and resolve synchronization issues.
  • Effect: Helps maintain accurate and complete order records in QuickBooks.