# QuickBooks Online
## QuickBooks Online integration
Connect OrderEazi to QuickBooks Online (QBO) once and your customers, suppliers, products and source documents stay perfectly in sync—no more manual exports, no duplicated data.
***
### 🔍 Overview
OrderEazi pushes **financial documents** to QBO every 5 minutes and pulls **master data** (customers, suppliers, inventory, currencies & tax rates) every few hours. Only one QBO company can be linked to an OrderEazi instance at a time.
> **Smart product export**\
> Products are created in QBO **only when they are used on a document that is being exported**. This prevents clutter from unused catalogue items (e.g. products coming from supplier feeds which you may not sell).
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### ⚙️ Setup in two steps
1. **Connect** — *Settings → Organisation → Accounting System* → **Connect to QuickBooks** and complete the OAuth flow.
2. **Configure** — Enable the sync features you need and review the default accounts & tax rates (see below).
That’s it—sync starts automatically.
***
### 🔁 Sync features
| Category | Direction | Toggle | What it does |
| --------------------- | --------- | --------------------------------- | ------------------------------------------ |
| Customers | ↙ Import | **Customer Importer** | Brings QBO customers into OrderEazi |
| Suppliers | ↙ Import | **Supplier Importer** | Brings QBO suppliers into OrderEazi |
| Inventory | ↙ Import | **Inventory Importer** | Brings QBO items (products) into OrderEazi |
| Tax Invoices | ↗ Export | **Tax Invoice Exporter** | Creates QBO **Invoices** |
| Supplier Invoices | ↗ Export | **Supplier Invoice Exporter** | Creates QBO **Bills** |
| Purchase Orders | ↗ Export | **Purchase Order Exporter** | Creates QBO **Vendor Bills** |
| Supplier Returns | ↗ Export | **Supplier Return Exporter** | Creates QBO **Vendor Credits** |
| Customer Credit Notes | ↗ Export | **Customer Credit Note Exporter** | Creates QBO **Credit Memos** |
> Toggling a job off stops new syncs but leaves previously synced data untouched.
***
### 🧾 Default tax rates
When you add a brand‑new customer or supplier in OrderEazi we pre‑select the tax rate below. Change them any time under **Default Tax Settings**.
| Setting | Used for |
| ----------------------- | -------------------- |
| **Customer Tax Rate** | New customer records |
| **Supplier Tax Rate** | New supplier records |
***
### 🏦 Default account mapping
OrderEazi needs to know which QBO account to debit/credit for each transaction type. Only **valid accounts** appear in each drop‑down, so you can’t pick the wrong one.
| Setting | Purpose in OrderEazi | Required account type/sub‑type in QBO |
| -------------------------------- | ----------------------------------------------------------------------------- | ---------------------------------------------------- |
| **Stock Item Expense Account** | Debit when a stock item appears on a *Supplier Invoice* | **Cost of Goods Sold** |
| **Stock Item Income Account** | Credit on *Tax Invoice*; debit on *Credit Note* | **Sales of Product Income** (sub‑type) |
| **Service Item Expense Account** | Debit when a service item appears on a *Supplier Invoice* | **Cost of Goods Sold** |
| **Service Item Income Account** | Credit on *Tax Invoice*; debit on *Credit Note* | **Service Fee Income** (sub‑type) |
| **Accounts Payable Account** | Debit for *Purchase Orders* | **Accounts Payable** |
| **Discount Account** | Debit for discounts on invoice lines | **Income → Discounts/Refunds Given** |
| **Stock Asset Account** | Track current value of on‑hand stock | **Other Current Asset** |
| **Default Non-Taxable Tax Type** | Used for syncing zero‑cost/price lines on documents where no tax should apply | **Zero Rated** or equivalent non‑taxable code in QBO |
*Tip: hover the **i** icons next to each field in the app to see the QBO requirement again.*
***
### ⚡ How it looks in practice
1. You create a new product in OrderEazi and add it to a customer order.
2. When you create a *Tax Invoice* for the order, the product is auto‑created in QBO (if missing) and the invoice is posted a few minutes later.
3. Accounts, taxes and inventory valuation follow the default mapping above—no manual touch‑ups required.
***
### ❓ FAQ
**Do I need to press a “sync” button?** No. Import jobs run every few hours; export jobs run every 5 minutes.
**Can I connect multiple QBO companies?** Not at this time—one company per OrderEazi instance.
**What happens if I disconnect QBO?** The link is paused immediately. Re‑connect to resume syncing; no data is lost.
***
### 🛠 Troubleshooting
* Re‑authorise the connection from **Settings → Organisation → Accounting System** if tokens expire.
* Ensure the QBO account you select meets the required type/sub‑type; otherwise it won’t appear in the list.
* Still stuck? Contact for help.
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