Integrate with QuickBooks Online

This guide will walk you through the steps to set up the integration and explain how it functions once connected.

Integrating QuickBooks Online with your Foundation Store allows you to automate invoice creation and streamline order management. 

Step 1: Access Admin Settings

Log into the Seller Portal.

Navigate to the 'Profile' section and go to 'Admin'.

Step 2: Enable QuickBooks Integration

In the 'Admin' settings, locate the 'Integrations' tab.

Select the option to enable integration for QuickBooks Online.

Step 3: Sign In to QuickBooks

Follow the prompts to sign in to your QuickBooks Online account.

Once signed in, authorize the connection between QuickBooks and your Foundation Store.

Step 4: Configure Integration Settings

After successful connection, when an order is placed on your Foundation Store, an invoice is automatically created in your QuickBooks account.

You will also see three options on the integrations page related to default items.

Default Item Settings:

1. 💲Sales Item: The SKUs from your Foundation Store are matched with the SKUs in QuickBooks. If no match is found, the SKU defaults to the first sales item listed in QuickBooks (typically "Services"). You can configure these defaults under QBO integrations settings.
2. 🏷️Discount Item: Discounts are added as line items. Configure the default discount item based on items available in your QuickBooks account.
3. 🚚Shipping Fee Item: Shipping fees are also added as line items. Set the default shipping item to any existing item in your QuickBooks account.

Step 5: Save Your Settings

After configuring the default items for orders, discounts, and shipping fees, make sure to save your changes.

Step 6: Disconnecting QuickBooks Integration (if needed)

At any point, you can disconnect the integration by returning to the same 'Integrations' page.

Click the 'Disconnect' CTA to remove the connection between your QuickBooks and Foundation Store.

How It Works:

• 📑Order Placement: When an order is placed on your Foundation Store, an invoice is created in QuickBooks.
• 🔢SKU Matching: Foundation matches SKUs from the order with those in QuickBooks. If no match is found, the SKU defaults to a pre-selected sales item.
• 🏷️Discount Handling: Discounts are added as line items based on the default discount item configured.
• 🚚Shipping Fees: Shipping fees are also added as line items according to the default shipping item set.
• 📩Customer Emails: The customer’s email is set as bill_email on the invoice, and if different, the primary customer’s email is set as bill_email_cc.
• 🔣Tax Codes: For supported QBO countries, tax codes are set to non-taxable codes (USA → NON and Canada → Z).

🏁By following these steps, you can successfully integrate QuickBooks Online with your Foundation Store, ensuring efficient and automated handling of invoices and orders. For further assistance, please contact our support team.🏁