> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/integrations/accounting-system/quickbooks-online.md).

# QuickBooks Online

Connect OrderEazi to QuickBooks Online, and choose which documents, contacts, and products sync.

Keying the same invoice into QuickBooks Online after creating it in OrderEazi doubles the work. OrderEazi connects to your QuickBooks company, sends your documents across as you create them, and brings back your clients, suppliers, and products.

### Before you start

* **Permission:** You'll need the **Accounting System** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role.
* **QuickBooks:** You'll need a QuickBooks Online administrator login. Set up the accounts the settings below ask for, such as a Cost of Goods Sold account, in QuickBooks first.
* **Accounting System:** Choose **Quickbooks** and save it, with **Financial Importer** and **Financial Exporter** ticked. See [Accounting System](/central/order-management/integrations/accounting-system.md).

### How to connect QuickBooks Online

1. In the main menu, go to **Integrations** > **Accounting System**.
2. Under **Configure Quickbooks**, select **Connect to Quickbooks**.
3. Sign in to QuickBooks, choose your company, and allow the connection.

You see "OrderEazi has successfully been connected to your Quickbooks Account." You're taken to the organisation settings: go back to **Integrations** > **Accounting System** to carry on.

To disconnect, select **Disconnect from Quickbooks**. If documents stop going across while the panel still shows **Disconnect from Quickbooks**, disconnect and connect again.

### What syncs

Turn on what you need under **Quickbooks Sync Settings**, then select **Save**.

| What                             | In QuickBooks                 | Switch                                                                   |
| -------------------------------- | ----------------------------- | ------------------------------------------------------------------------ |
| Tax Invoices                     | Invoices                      | **Tax Invoice Exporter**                                                 |
| Credit Notes                     | Credit memos                  | **Customer Credit Note Exporter**                                        |
| Purchase Orders                  | Purchase orders               | **Purchase Order Exporter**                                              |
| Supplier Invoices                | Bills                         | **Supplier Invoice Exporter**                                            |
| Supplier Returns                 | Vendor credits                | **Supplier Return Exporter**                                             |
| Clients, suppliers, and products | Customers, vendors, and items | **Customer Importer**, **Supplier Importer**, and **Inventory Importer** |

Payments aren't brought in from QuickBooks. Purchase Orders, Supplier Invoices, and Supplier Returns keep their OrderEazi numbers. Invoices and Credit Notes keep them only if custom transaction numbers are turned on in QuickBooks. Otherwise QuickBooks numbers them.

### Settings for your documents

* **Default Tax Settings:** The **Customer Tax Rate** and **Supplier Tax Rate**, and the **Non Taxable Tax Rate** used on lines with a zero cost or selling price.
* **Default Account Settings:** The accounts that stock and service lines post to, the **Accounts Payable Account**, the **Discount Account**, and the **Stock Asset Account**. Each list only shows accounts of the right type.

**Example:** You set the **Stock Item Income Account** to "Sales of Product Income" and turn on **Tax Invoice Exporter**. A rep creates a Tax Invoice. Within 5 minutes, the invoice is in QuickBooks, its lines post to that account, and the document in OrderEazi shows QuickBooks' number.

### When syncing happens

OrderEazi sends documents every 5 minutes, and brings records in every hour. Credit Notes wait for their invoice, and Supplier Invoices for their Purchase Order.

> **Warning:** Voiding a Purchase Order in OrderEazi deletes it in QuickBooks.

### Related pages

* [Accounting System](/central/order-management/integrations/accounting-system.md): choose your system and the main switches
* [Exchange rates](/central/order-management/settings/organization-setup/exchange-rates.md): rates for foreign-currency documents