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Connecting to Quickbooks

Prerequisites:​

  1. QuickBooks account

Connecting QuickBooks with Orb​

  1. In the Orb dashboard, click the dropdown menu on the bottom left and navigate to Organization settings, navigate to the “Connections” tab of the modal, and select Connect to QuickBooks
  2. Follow the instructions to connect QuickBooks

Mapping items​

Mapping items to items in QuickBooks is required for the integration to succeed. If you do not map items, invoices will fail to issue.

In QuickBooks, Items are called Products and Services, and can be found in the Get paid and pay menu (direct link https://app.qbo.intuit.com/app/items). Create a product or service in QuickBooks for every item that you are selling in Orb.

Then, navigate to the Items tab in Orb under Settings, and select a QuickBooks item for each Orb item.

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Using Orb for Invoicing?​

Finish setting up the accounting sync connection by going to Settings > Accounting tab to configure the sync. For more information on sync settings and details go here.

Using Quickbooks as an external invoicing provider?​

Setup the Invoicing Integration​

Finish setting up the invoicing provider by mapping customers.

Configuring customers​

After item mapping has been completed the last step for the invoicing provider is to create or update customers in the Orb UI or through the API.

When creating or updating customers in the Orb UI, select QuickBooks as the Payment Provider in order to view a list of previously created customers in your QuickBooks account.

Customer mappings can also be configured in the API, by passing in the customer’s QuickBooks ID under payment_provider_id, and setting payment_provider to quickbooks. The customer’s QuickBooks ID can be found by navigating to the customer’s page in QuickBooks, and copying the ID from the URL (e.g. https://app.qbo.intuit.com/app/customerdetail?nameId=377, where 377 is the ID)

Once mappings are configured, invoices for customers with a QuickBooks payment provider ID will be synced to QuickBooks.