QuickBooks Integration

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eHopper POS is integrated with QuickBooks Online. This allows users to automatically synchronize their sales, inventory, and revenue data with QuickBooks, eliminating the need for users to manually input data from eHopper POS into QuickBooks.

QuickBooks App requirements

QuickBooks Setup

To start using QuickBooks, you should complete the registration procedure at https://quickbooks.intuit.com and login to your account. Register at

When registration is completed, you will need to configure your Chart of Accounts.

Click on 'Options'(1) and select 'Chart of Accounts'(2)

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On the next page click on button 'See your Chart of Accounts'

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On 'Chart of Accounts' page, create business accounts or use existing ones.

For example, let's create a new bank, asset and expense Accounts. To do this, click on the button 'New' on the right corner

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For creating Bank Account (used for withdraw money from the bank account during refund) select 'Bank' in Category Type.

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In Detail Type we select 'Checking'

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The name for the Account, we can use the proposed one or enter any name

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After we have filled out all the necessary data for the Account, click on the button 'Save and Close', the created Account will be added to the list of all Accounts

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Let's create two more Accounts: Inventory (Other Current Assets) and Supplies & Materials - COGS (Cost of Goods Sold), they will be added to the list of all Accounts too.

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eHopper POS QuickBooks Set up

After QuickBooks account is ready for the first sync and we should go to Back Office and install the QuickBooks application from eHopper App Directory.

For this we need to do the next steps:

  • Go to Back Office → Apps → App Directory
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  • Find QuickBooks app and click on 'Connect to QuickBooks' button
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  • In the pop-up window, enter your Email or User ID(1) and Password(2), which you filled out during registration on QuickBooks website and click on 'Sign In' button(3).
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  • On the next page click on 'Authorize' button (Your Email will be displayed in the right corner)
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If authorization has passed correctly, in the tab 'Apps' appears link 'QuickBooks Online'

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When going to the page 'QuickBooks Online', select QuickBooks accounts your want to use. See the image below.

Example:

Let's select the necessary Accounts and click on 'Save' button:

  • Bank Account - Checking;
  • Assert Account - Inventory;
  • Income Account - Sales;
  • Expense Account - Supplies & Materials - COGS;

In 'Data Transfer' is possible to make Scheduled Data Sync (UTC).

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If we want to add some created Accounts (which were created after connect to QuickBooks), click on 'Fetch QuickBooks Account'

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For sync eHopper with QuickBook click on 'sync now' button. Wait until status will be 'Completed'.Click 'Details' in Synchronized entities and you can see all the synchronized data

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After the first successful sync we need to set up sales Tax Rates.

For this we need to do next steps:

  • Go to your QuickBooks account and select 'Taxes' in main menu

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  • Click on 'Set Up Sales Tax Rates' button

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  • Select 'Add/edit tax rates and agencies'

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On the next page you can see all your Sales Tax Rates and Agencies

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If during sync happened some errors, you could see them after clicking on 'Errors'. 

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Errors can occur when you synchronize large amounts of data during first sync, at excess timeout or invalid accounts type. In this case, you need to re-synchronize few times.

API QuickBooks do not support the same names of departments, categories and items.  If names of departments, categories and items coincide, then you need to rename them.

Scheduling Data Sync

After initial sync, we recommend to set up daily data sync by selecting "Scheduled Data Sync". Note current time work only in UTC time zone which you can check online to map to your local time zone.

 

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