Connect your QuickBooks Online file
Click Stores & Files in the left menu.
Open the Accounting Files tab and click Add Accounting.
Choose QuickBooks, then QuickBooks Online, then click Connect to QuickBooks.
Sign in to QuickBooks and approve access. Your QuickBooks file is now connected to ConnectBooks.
Connect your store to QuickBooks
Go to the Stores tab and click the store you want to connect to QuickBooks.
Next to Accounting Application, click Connect, then choose QuickBooks.
You'll see the QuickBooks file you just connected. Select it, then click Continue.
Your store is now connected to QuickBooks. To set up your store settings and chart of accounts, see How to configure QuickBooks settings on ConnectBooks.
Note: If you see "Schedule your call" instead of Connect on the store, your account isn't onboarded yet. Click Schedule your call to book your onboarding call. If you also see Skip Onboarding, you can click it, and Connect shows.
Tip: To help your data sync smoothly to QuickBooks Online, go to "Accounts and Settings" in your QuickBooks file and click "Advanced" (the lowest tab on the left). In the "Automation" section, turn off "Automatically apply credits" if it's not already off.
Frequently asked questions
What do I do after my store is connected?
Set up your store settings and chart of accounts. See How to configure QuickBooks settings on ConnectBooks.
Why should I turn off "Automatically apply credits"?
It helps your data sync smoothly to QuickBooks Online.



