Integrating QuickBooks Online

QuickBooks Online (QBO) is an ERP and accounting software that integrates with Syncware. The following workflows are support for this integration:

To integrate QBO with your Syncware account, you'll need to

Add QuickBooks Online

From the navigation menu, select Integrations.
On the Integrations page, click ADD INTEGRATION.
On the Integrations List page, search QuickBooks Online, and click ADD.
You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.

QBO will be added to your Syncware account as an integration.

From the navigation menu, select Integrations.
On the Integrations page, QBO will be displayed as an integration with action buttons to the right, click Configure.
On the Configure Integration page, click Connect. This will take you to your QBO account where you will sign in and complete the instructions listed.

Your QBO integration will be connected to Syncware.

Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.

From the navigation menu, select Integrations > Sync Builder.
On the Sync Builder page, QBO will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the QBO available actions.

While you can customize your workflow in many ways, the following QBO actions are available for use

Workflow	Action
Orders	Import Classes
	Export Purchase Orders
Shipments	Import Shipments
	Export Shipments
Inventory	Import Items With Inventory
	Export Inventory
Products	Import Products*
	Import Products by ID
	Import Lists*
	Export Products
Payments	Import Payments by ID
	Upload Payments
Estimates	Import Custom Fields From Estimates
	Export Estimates
Invoices	Import Invoices
	Import Invoices by ID
	Export Invoices
Sales Receipts	Export Sales Receipts
Customers	Import Customers*
	Import Customer Fields
	Import Customer Types
	Import Customers by ID

* Denotes mandatory actions for your QuickBooks Online integration.

From the menu, click and drag the actions that you would like to add to the workspace on the right.
Once you have added the actions for your workflow, click SAVE.

Your QBO actions are ready to be configured and verified.

From the navigation menu select Integrations.
Click the Configure button to the right of your QBO integration.
On the Configure Integration page, select the integration fields that you would like configured and input the required information.

While you can configure and customize your integration in many ways, our customers use the following fields most often:

Field Name	Field Guide Suggestion
Add New Customers	Toggle "ON" so new customers will be created if a match is not found on order export.
Default Class	Enter the class to be applied to all order exports.
Default Currency	Enter the default Home Currency code (USD, CAD, EUR) to be applied to all order exports.
Default Customer Message	Enter a message to be sent to customers on all order exports.
Default Department	Enter the department that will be applied to all order exports.
Default Income Account	Enter the Income Account that will be used on all invoices for orders exported.
Default Terms	Enter the terms that will be applied to all orders exported.
Discount SKU	Enter SKUs you have set up for discounts.
Sales Tax Code	Enter the tax code to be applied when exporting orders.
Shipping SKU	Enter the shipping SKU used to add shipping costs to the order for imports and exports.
Taxable Orders	Enter "Tax" for taxable orders or "NON" for non-taxable orders for export.

Your QBO settings have been configured.