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How to Connect Your Inventory File to QuickBooks
How to Connect Your Inventory File to QuickBooks

Follow the simple steps to connect your inventory file to QuickBooks

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Written by Chava Teller
Updated over a month ago

1. Navigate to the Stores and Files tab, select the relevant inventory file, and then Accounting Settings.
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2. Click Connect, then choose the relevant QuickBooks file from the dropdown menu.

Note: The inventory file and linked stores must connect to the same QuickBooks file.


3. Set default accounts

Set the default accounts that ConnectBooks will use when exporting data to QuickBooks. These accounts will serve as the default options, but you can always customize them for individual bills, items, or adjustments.

  • Inventory Asset

  • Cost of Goods Sold

  • Inventory Adjustment

  • Accounts Payable - for QuickBooks desktop users.

Setup is now complete. For any additional questions, please reach out to support. We're here to help!

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