How to Connect QuickBooks to Syncrostore as a Store Owner
Step 1: Navigate to Preferences from the Admin menu.
Step 2: Go to the QuickBooks tab.
Step 3: Click "Connect to QuickBooks."
Step 4: You will be redirected to Intuit's authorization page. Sign in and grant access to Syncrostore.
Step 5: After authorizing, you will be returned to the Preferences page with a confirmation of the successful connection.
After connecting to QuickBooks, configure your account mapping:
Step 1: In the QuickBooks section of Preferences, click "Refresh Accounts" to fetch the latest accounts from QuickBooks.
Step 2: Select your Payment Destination Account — the QuickBooks bank account where sales receipt totals will be deposited. Only Bank-type accounts are supported.
Step 3: Select your Tax Code — the QuickBooks tax code to use for calculating tax on transactions. This must match your QuickBooks tax configuration.
Step 4: Click "Save Account Mapping."
If no accounts or tax codes appear when you press "Refresh Accounts," you may need to create Bank accounts or tax codes in QuickBooks first.
If you do need to create a new chart of accounts, and new tax codes, please refer to Intuit's user guides, and ensure that any tax information you enter matches the information you've entered for Syncrostore:
Once connected, transaction and sales data will be automatically sent to QuickBooks after each transaction. Vendors who have connected their own QuickBooks accounts will also receive their applicable sales data.