Quick Books Sync
- Go to ECOMMERCE > Store Management.
- Go to Settings > QuickBooks Sync.
- Step 1: Download the Remote Connector to the computer where Quick Books is installed by clicking on the Download Remote Connector button.
- Step 2: Install downloaded Remote Connector and set it up:
- Open the Users tab and click on the"Add" button and add a new user (1 minimum is required)
- Enter username/password for the Remote Connector (not QuickBooks username/password).
- Browse and select the Quick Books File on your computer.
- Enter ‘_______’ as the Web Application Name’ - i.e. "Goshly Connector".
- Enter Connection Mode and Authentication Mode values as per your windows settings or keep Default Values .
- START the Remote Connector, then proceed to Step 3.
- Step 3: Enter the Remote Connector username and password.
- Step 4: Depending on what data you would like to export to QuickBooks, click on Export Customers, Export Products, and Export Orders button(s).
- Step 1: Click on
, login to QuickBooks, and grant the app permission to continue ('Authentication successful' should be displayed).
- Step 2: Enter your QuickBook Online Company ID (the ID can be located under 'Your Account' in QuickBooks).
- Step 3: Depending on what data you would like to export to QuickBooks, click on Export Customers, Export Products, and Export Orders button(s).
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