Quickbooks Online Integration

Order Desk can connect to your Quickbooks Online account and automatically download orders.

IN THIS GUIDE

Setup
Settings
Manual Imports

Setup

In Order Desk, click on Manage Integrations under the Integrations menu in the left sidebar. Under the Productivity tab, find and enable Quickbooks Online.

Alternatively, search for Quickbooks Online from the available integration search.

Click Connect To Quickbooks Online to give Order Desk access to your Quickbooks Online account.

Settings

Quickbooks Online Help

Click Need Help Getting Started? for access to helpful resources for using Quickbooks Online.

Check for New Orders

Select how often you want Order Desk to download orders from Quickbooks Online.

Folder for New Orders

Select the folder where newly imported orders from Quickbooks Online should be placed.

For more information, see the Working with Folders guide.

Purchase Order Creation

Enable to create a purchase order as orders are imported. Enabling this setting will allow you to export orders from within their respective order details pages in Order Desk by using the Export button.

Sync Inventory

Enable to sync inventory counts as orders are imported.

Default Income Account

Select the default income account to use if an invoice item doesn't exist.

Default Asset Account

Select the default asset account to use if an invoice item doesn't exist.

Default Expense Account

Select the default expense account to use if an invoice item doesn't exist.

Default Payable Account

Select the default payable account to use for purchase order creation. This data can also be set on an order-by-order basis using the APAccountID order field.

Default Vendor

Select the default vendor to use for purchase order creation. This data can also be set on an order-by-order basis using the VendorID order field.

Inventory Location Filter

If you only want to download specific orders, you can use the Inventory Location Filter field to specify which ones you want. Enter multiple locations separated by a comma.

The inventory location name must match exactly as it is on your inventory items in Order Desk. When importing new orders from Quickbooks Online, Order Desk will look at the SKUs on the items and compare to the SKUs in your inventory here. Any orders with items for a location that  isn't listed in this field will not be imported.

For this to work, your inventory must be added to Order Desk. The inventory Location should be set on each item. For details, please see How to Add Inventory and How to Store Extra Item Details.

Order Prefix

Set an order prefix to be added to imported orders.

First Import Date

Set the date from which you would like orders to begin importing from Quickbooks Online.

Manual Imports

Manually Import Orders

If you would rather manually import orders, you can do so by entering the date from which to start downloading and clicking the Import Orders button.

Manually Import Inventory Items

Click Download Inventory Items to pull inventory items from Quickbooks Online to Order Desk.

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