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Set Up and Use Your QuickBooks Connector

You can work with your QuickBooks Desktop integration or your QuickBooks Online integration in this area of settings. You can get to this part of the system by clicking on the Admin Button with your username in the upper right, click Settings, then click POS Settings > QB Connect.

Our process for setting you up with the QB Connector feature begins with an appointment with a QuickBooks specialist who will walk you through the setup process. When you first look at this area, you'll see a notice warning you to save any other settings you might have changed, since the link for the QB setup will take you to a different part of the system. Here is a preview of the kind of data you can sync using the Desktop version of Quickbooks. You're also able to set how many days back you want the data to go, and whatever transaction dates you wish to work with. Your Quickbooks specialist will go into detail about how all of this works.

If you integration with QuickBooks Desktop, you will want to use the Quickbooks tab for your exports to QB. As mentioned above, one of our support representatives can walk you through the setup for QB Desktop integration. We also have this online 5-step guide to walk you through the process if you'd rather do it yourself. (The link will open in a new browser tab for you.) You can also take a look at the QuickBooks Connector Overview for the main details about the integration.

If you use QuickBooks Online, you will want to go to the Quickbooks Online tab in the interface, and do your exports from there. The integration with QBO is more automated than the one with Desktop. For full details on setting up and using the QBO integration, click here.

Save Your Work! Please note that after you have adjusted your settings, you need to find the green Save button at the bottom of the screen and click it or the system will not keep the changes you made!