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QuickBooks Online Accounting Integration

Create an accounting integration to Goflow using QuickBooks Online. This connection enables you to send order invoices and purchase bills from Goflow to QuickBooks. Additionally, you can synchronize customer and vendor lists, and retrieve open customer balances from QuickBooks while entering a new wholesale order in Goflow.

Connecting QuickBooks Online

To connect QuickBooks Online, follow these steps:

  1. From the side menu, go to SettingsAccounting.
  2. Select QuickBooks Online.
  3. Click on Authorize to be redirected to the QuickBooks sign-in page.
  4. Grant permissions for Goflow to access the app.

Managing QuickBooks Online Settings

From the side menu, go to SettingsAccounting. On this page, you can manage the following QuickBooks Online settings:

Selecting an Accounting Item Type

When choosing to push new products to QuickBooks, whether manually or automatically, decide between using Inventory Part and Non-Inventory Part. Consult your accounting team to determine which item type to use.

QuickBooks requires that Inventory Part items have an inventory history start date. Transactions in QuickBooks cannot precede the inventory start date. When Goflow pushes an Inventory Part item to QuickBooks, it sets the start date as the first day of the previous year. For instance, if an item is created in July 2024, the start date will be set to January 1st, 2023. If you intend to push old invoices to QuickBooks, you can only do so for transactions dated after the first day of the previous year.

Managing Accounts for Invoice Charges and Discounts

Review the general section on mapping miscellaneous invoice charges. For QuickBooks Online, the following guidelines apply:

If you haven't yet set up invoice shipping charges with QuickBooks, follow these steps:

  1. Create a Shipping Account - Go to the Chart of Accounts, click on New account, and create an Income type account.
  2. Enable Shipping Charge - Go to SettingsAccount and SettingsSalesSales Form Content. Edit the settings and enable Shipping. Remember to Save.
  3. Set the Shipping Account - Go to SettingsAccount and SettingsAdvancedChart of Accounts. Edit the settings and set the account created in step 1 as the Shipping Account. Remember to Save.
  4. Refresh Goflow Mapping - Login to Goflow, and go to SettingsAccounting. Edit the settings under Order Invoices Charges and Discounts, and Save. Goflow will automatically capture the QuickBooks shipping account.