QuickBooks Online Installation - Step 1

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Introduction

This article guides you through setting up QuickBooks Online to sync with Cloud Cart Connector. Since your company file exists in the cloud, you must set up accounts and sales tax.

Accounts

Cloud Cart Connector pulls accounts from QuickBooks to create transactions. You must have accounts in the A/R, A/P, Bank, Item Asset, and COGS to properly use Cloud Cart Connector.

In QuickBooks, go to the gear on the top right > chart of accounts and create these accounts:

A/R and A/P

Click New > Choose from all account types > Next. Select A/R. Do the same for A/P.

Bank

Click New > Bank > Next. Select Checking.

Item Asset

For inventory based businesses, this account is mandatory. Click New > Choose from all account types > Next. Choose other current assets and name the account Inventory Asset.

Cost of Goods Sold (COGS)

For inventory based businesses, this account is mandatory. You cannot use an expense account for Cost of Goods Sold. Click New > Choose from all account types > Next.  Choose Cost of Goods Sold and then COS.

Item Income

This is the default income account for new items. For each item, you can select the income account and QB will use it. Go to New > Income and type a name.

Once these accounts have been created, close your browser. If you are using QuickBooks Desktop, run the Intuit Sync Manager. Return to Cloud Cart Connector and the account drop downs will be populated. For QuickBooks Desktop users, there is a 10 - 15 minute delay before our software can pull the accounts. 

Sales Tax Set Up

We support all versions, including the United States, Canada, and the United Kingdom. Here are the steps:

1. Login to QuickBooks Online.

2. If you're using the interface with blue tabs, go to company > sales tax > add /edit sales tax rates and agencies.

3. On the next screen, click new.

4. Follow the on-screen instructions.

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