With our free Quickbooks Online Integration, users are now able to sync OrderMyGear deposit information directly to their Quickbooks Online account. If you use the Quickbooks Desktop version, you can find instructions for integrating with OMG by clicking here.
Setting Up Quickbooks Integration
Step 1: Navigate to the "Accounting" section of your account.
Step 2: Select "Integrations" on the side menu.
Pro Tip: You can also access the integration tab by clicking into "Dealer Settings", then "Integrations" on the left-hand side.
Step 3: On the Integration page, select the "QuickBooks Online" option from the dropdown.
Step 4: Click "Connect".
Step 5: You will be brought to a login page for Intuit — enter your Quickbooks login information and click "Sign In".
Syncing Deposits
Now when you select a deposit, you can sync it with Quickbooks Online.
Step 1: Select a Deposit from your statements list.
Step 2: Click the "Sync Deposit with Quickbooks Online" button to sync.
If the sync is successful, you will receive a notification that looks like the following:
If the sync fails, you will receive a notification in red, and you'll be able to retry the sync.
Once the deposit has been synced, it will show up in your Quickbooks Online account and look like the following screenshot.
Disconnecting Integration
From the Quickbooks Integration page, you can disconnect from the integration at any point — or change the account from your chart of accounts that you'd like to sync to.
Comments
1 comment
This integration makes one invoice transaction for the full period that matches to the deposit. Is there a way for it to bring in each individual order?
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