QuickBooks Online Integration

Owned by Navik Prakash (Unlicensed)
Last updated: Mar 12, 2016 by Kristy Sherman
2 min read

Overview:

Our integration with QuickBooks Online allows users to track their Sales - not only the Transactions, but COGS and Sales Tax as well.  With QuickBooks Online and CAS, you will have Online Access anytime and anywhere.  Setting Up is Fast and Easy, it only takes minutes to get started and the Data is automatically sent to QuickBooks Online on a daily basis


Note:

This Integration is for QuickBooks Online accounting only 

 


Details:

Setting Up

  1. If you have already established your QuickBooks Online Account, you login by pressing the "Connect to QuickBooks" button, and enter in your QuickBooks Username and Password.
  2. Authorize retailcloud to send your Sales Information to QuickBooks Online.  Once completed - you will be redirected back to CAS.
  3. From CAS, select the General Ledger that you want Sales and Return to be sent to and press "Save Accounts".
  4. On a daily basis, sales and return data will be sent to your QuickBooks Online Account.

 

If you dont have a QuickBooks Online account, there is no need to worry, there is a Sign Up button where you can access QuickBooks Online and set up your account.

 

Disconnecting from QuickBooks online:

Once you no longer want to use this feature, simply go to CAS>Configurations>Integrations>QuickBooks and press the disconnect from QuickBooks button

 

 Roles for Access:

Access is allowed for the System Admin role only

 

Connecting CAS to QuickBooks Online

 

Authorizing CAS to access QuickBooks Online

 

Selecting QuickBooks General Ledgers for Sales and Returns