Quickbooks Connector (API) - Set up and Test Connection

#QuickBooks Connector

Important: QuickBooks Connector (API) is an optional module.

For further information, please contact [email protected]

Before you begin using the QuickBooks Connector, please follow the steps outlined in this article to ensure a seamless setup.

#Setting Up Multiple Currencies in QuickBooks

If you handle multiple currencies, you must first enable multi-currency functionality in QuickBooks before adding any new currencies to your QuickBooks account.

To enable this feature:

1. In QuickBooks, go to 'Settings' > 'Account and Settings' > 'Advanced'.
2. Navigate to 'Currency' > 'Multi Currency' > 'Manage Currencies'.

Once multi-currency is enabled, you can add any required additional currencies by following these steps:

1. Go to 'Settings' > 'Lists' > 'Currencies'.
2. Select 'Add Currency'

#Enabling Discounts in QuickBooks

The 'Discount' feature must be enabled in QuickBooks before use. Follow these steps:

1. Navigate to 'Settings' > 'Company Settings' > 'Sales'.
2. Select the 'Sales Form Content' section.
3. Click the Edit/Pencil icon.
4. Activate the 'Discount' toggle to enable the feature.

#Setting Up Taxes in QuickBooks

Ensure your company address and base country are correctly set up on your QuickBooks account.

Set up your Sales Tax and Rates:

1. Navigate to the 'Taxes' section.
2. Select either 'Set Up VAT' or 'Set Up Automatic Sales Tax' as applicable.

Once set up, or if already enabled:

1. Go back to the 'Taxes' section.
2. Select 'Edit VAT' > 'Edit Rates'.
3. Toggle on the relevant options below to finalise the setup.

#Go to Zedonk > Connectors > QuickBooks Connector

#Click [Connect to QuickBooks]

#Logging into QuickBooks

Log in using your QuickBooks username and password to authorise Zedonk to import data.

Note: If you have recently logged into QuickBooks in another browser tab, you may not be prompted to log in again.

Click [Connect]

#Enter the required details from your QuickBooks account into the Configuration Settings fields.

Enter the Generic Product Name, Generic Freight Name (Transport Charge), and Generic Discount Name fields using the relevant Nominal Codes from QuickBooks. Note that the Generic Deposit Invoice Name field is only applicable to our Italian clients, who are required to invoice for deposits.

Following the initial import, you will assign these names to their respective Nominal Codes within QuickBooks. Please refer to the next lesson for detailed instructions on this process.

You will also need to complete the Tax fields. The required entries will differ depending on whether your system is configured for UK/EU or USA tax regulations.

Here is an example of what a USA system might look like:

• Tax Code Name - Tax Applied: TAX
• Tax Code Name - No Tax (EU): NON
• Tax Code Name - No Tax (Not EU): NON

If you select the PDF upload option, the Zedonk invoice will be attached directly to the corresponding entry in QuickBooks, as shown below.

#Test Connection and Save Settings

1. After connecting to QuickBooks, click [Test Connection] to perform the test.
2. The results will be displayed in the Test Connection Results area.
3. Once the connection is successful, click 'Save Settings'.

You are now taken to the Sync page.