> For the complete documentation index, see [llms.txt](https://help.orderdesk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.orderdesk.com/integration-setup-guides/tools-and-productivity/quickbooks-online-integration.md).

# QuickBooks Online Integration

Order Desk can connect to your [QuickBooks Online](https://quickbooks.intuit.com/) account and automatically download orders.

### 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.

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FHUlWxFe8zqRiJlKG4uAv%2Flegacy-e6dd4951b2d9d2f1c813.png?alt=media)

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

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FWhDDAD8IosBbnnoHet3w%2Flegacy-de6382f4b53249c4a1e3.png?alt=media)

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

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FGle3LO6b81kCQ9HCIwE5%2Flegacy-4cb58355fd6dcdbf1ff3.png?alt=media)

### Settings

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FYBkJKBkzhuishI36HVyk%2Flegacy-eebff5315759bfd1a948.png?alt=media)

#### QuickBooks Online Help

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

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FXGG29dnkpAQ0gnS0bTnj%2Flegacy-27eeec33c85b26eda28c.gif?alt=media)

#### 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](/start-here/getting-started-series/quick-start-overview.md#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](/start-here/getting-started-series/quick-start-orders-and-inventory.md#working-with-inventory) and [How to Store Extra Item Details](/guided-walkthroughs/products-and-inventory/how-to-work-with-inventory-details.md#store-extra-item-details-in-order-desk).

#### 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.

### Invoice Address Mapping

Use the **Invoice Address Mapping** setting to map free-form QuickBooks invoice address lines to specific Order Desk address fields.

> This is helpful when invoice addresses from QuickBooks Online are saved as separate address lines instead of structured fields for the city, state, postal code and country.

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FY8SgnWAIGVtM8tInSIWc%2Flegacy-018203b19d1ad8425cfb.png?alt=media)

Click **Configure Mapping** to choose how each address line should be imported. You can set mappings separately for the **Shipping** and **Customer** addresses.

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2F96TvNgKGHjtBXep7FAN4%2Flegacy-edd7abf177724253de9b.png?alt=media)

For each line, select the Order Desk field that should receive that part of the address. Leave any lines you do not want to map set to **Ignore**.

When any field is mapped, these selections will replace Order Desk’s automatic parsing for free-form invoice addresses. Your *Structured* QuickBooks addresses are not affected.

#### Test Invoice Address Mapping

To preview how an invoice address will be imported, enter a sample QuickBooks invoice number in the **Test Mapping** field and click **Test**.

The test results will show how the invoice address will be loaded into Order Desk for the shipping and customer addresses.

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FPSlRFzRqzPwqZ7WcaZB3%2Flegacy-4687b95947f719d0bdcc.png?alt=media)

Once you’re satisfied with how things look, you can click the **Save Mapping** button.

### Manual Imports

#### Manually Import Orders

You can manually import orders from QuickBooks at any time. You can import orders by **Date** if you need to bring in multiple orders, or by a specific **Order ID** if you only need to import one order.

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2FenlqwVDATuR4Pq7ilFIk%2Flegacy-2c6d2f04acde1052cc6f.png?alt=media)

> **Tip: Importing Orders by Date**
>
> If QuickBooks has a large number of orders in the selected date range, you may need to click the **Import** button a few times to bring them all in.

#### Manually Import Inventory Items

![](https://251457507-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAQOLMUJWMYtrpQ7Oxxca%2Fuploads%2Fxn47OHEvI8Gt3RhhAZcY%2Flegacy-e83f778698471b92e8f6.png?alt=media)

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

### Order Level Details

The following details can be submitted with an order as Order Metadata or Checkout Data. If you are unfamiliar with Checkout Data, see the [**How to Work with Checkout Data**](/guided-walkthroughs/orders-and-folders/how-to-work-with-checkout-data.md) guide.

| Field Name | Field Description                                                                                                    |
| ---------- | -------------------------------------------------------------------------------------------------------------------- |
| DocNumber  | The preferred invoice number you want Quickbooks to use.                                                             |
| currency   | The currency of the order. This should be set using a three letter ISO 4217 currency code, such as USD, AUD, or EUR. |

### Item Level Details

The following details can be submitted with an order item as metadata or variation:

| Field Name       | Field Description                                                     |
| ---------------- | --------------------------------------------------------------------- |
| tax\_reference   | The tax ID of the tax code used for the item during invoice creation. |
| class\_reference | The ID of the class the item belongs to.                              |


---

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