QuickBooks Online

Overview

The QuickBooks Online integration in OrderEazi ensures that your accounting data stays accurate and up to date without manual data entry. By seamlessly synchronizing customers, suppliers, inventory, and financial documents, the integration reduces errors and saves time, allowing businesses to focus on operations rather than bookkeeping.

Data Synchronization

The integration operates in two parts:

Import

• Customers, Suppliers, and Inventory can be imported into OrderEazi if enabled by the user.

• Currencies, Tax Types and other essential data is always imported to OrderEazi to ensure data consistency.

Export

• Clients, Suppliers, and Products - as well as other essential data - are always exported to QuickBooks Online to ensure data consistency.

• Financial documents created in OrderEazi are automatically exported to QuickBooks, including:

  • Tax Invoices (Invoices in QBO)

  • Supplier Invoices (Bills in QBO)

  • Purchase Orders (Vendor Bills in QBO)

  • Supplier Returns (Vendor Credits in QBO)

  • Customer Credit Notes (Credit Memos in QBO)

Setting Up the Integration

To connect OrderEazi to QuickBooks Online:

1. Navigate to the Settings > Organization Setup > Accounting System section in OrderEazi.
2. Click Connect to QuickBooks.
3. You will be redirected to QuickBooks Online to authenticate and grant OrderEazi the necessary permissions.

4. Once authenticated, the integration will begin syncing data automatically.

A QuickBooks Online account is required for this integration.

Financial Document Syncing

Once the integration is active, all financial documents created in OrderEazi will be automatically synced to QuickBooks Online within 5 minutes. This ensures that invoices, supplier bills, and other transactions are consistently reflected in your accounting system without requiring manual entry.

Managing the Integration

The integration is fully automated, meaning users do not need to manually trigger syncs. Data import occurs every few hours, while exports to QuickBooks happen every 5 minutes. Users can configure some synchronization settings, but essential data will always be exported to maintain consistency between the systems.

Only one QuickBooks Online account can be linked to an OrderEazi instance at a time.

Conclusion

The QuickBooks Online integration in OrderEazi eliminates the hassle of manually managing financial data across two platforms. By ensuring seamless data synchronization, businesses can focus on operations, confident that their accounting records remain accurate and up to date.