Sync Orders from QuickBooks to Infusionsoft

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Introduction

The Cloud Cart Connector can sync orders from QuickBooks Online into Infusionsoft. You must set-up a scheduled task with Cloud Cart Connector, turn on QuickBooks class tracking, create some new invoices or sales receipts in QuickBooks, and ensure these transactions are formatted properly.

Enable Class Tracking

Each order will have a class called Infusionsoft. This tells our software to send the orders to Infusionsoft. This class prevents orders from Infusionsoft from going into QB and back to Infusionsoft. To enable class tracking, follow these steps:

  1. In QuickBooks, click the gear > company settings.
  2. Click track classes > on: 
  3. Click save.

Enable Sync from QuickBooks

You must tell Cloud Cart Connector to pull orders from QuickBooks Online:

  1. At the configure page, scroll down to task settings
  2. Check the box to sync from QuickBooks: 
  3. Click save and sync.

Add an Order to QuickBooks Online

You must add the name of your ordering solution to the class field. In this example, ShipStation is used. If you are an Infusionsoft customer, then add Infusionsoft. Here are the steps:

  1. Login to QuickBooks Online.
  2. On the left, click customers.
  3. Select a customer or add a new one.
  4. On the top right, click new > invoice or new > sales receipt.
  5. Enter Infusionsoft in the class field: 
  6. In the shipping address box, type in the contact's first and last name.
  7. Press enter.
  8. Type the address line 1 and press enter.
  9. Type the address line 2 and press enter.
  10. Type the city, state, and zip then press enter:

In about 30 - 60 minutes, the order should sync. Check your transaction log by hovering over the gear > transaction log. If you want to export the order faster, go back to the configure page of Cloud Cart Connector. Click save and sync.

After the Initial Sync

If you're shipping outside of the U.S. the country must appear on the last line. For more information on address formats, see this article.

Our system assumes any line with UPS, FedEx or shipping is a shipping amount. This data is mapped to the ShipStation shipping field.

Out of the box, our system updates no orders in Infusionsoft. If you need this setting turned on, please read these instructions.

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