Navigate to the accounting export page, and Select the store you want to work on.
On this page, you can see all your marketplace payouts, and export them to QuickBooks online.
Click the green Export button in the "Quickbook Export Status" column, Upon clicking, the status will change to "Syncing," indicating that the data transfer is in progress. Please allow a few minutes for the sync to complete. Once the sync is successful, the status will update to "Exported".
Common messages you can see in place of the Export button
Unmapped Products
Some products sold in this settlement were never mapped to a QB item, this is important if you want to have the accurate inventory in QB.
To resolve:
Select the resolve button.
You'll be redirected to the product mapping page, only the products that require mapping will appear.
Map the items. Click here to learn how to map your items.
Press save and continue and you will be redirected back to the export page, once resolved, you will see the export button.
Product missing cost.
The cost of some products sold in this settlement was not uploaded to ConnectBooks, this is important if you want to have the accurate cost of goods.
To resolve:
Select the resolve button.
You'll be redirected to the product cost page, Only the products that are missing a cost will appear.
Input the missing cost.
Press save and continue and you will be redirected back to the export page, once resolved, you will see the export button.
Schedule an onboarding
Contact us to schedule a free onboarding to set up your account.
Error
There was an error processing settlement data. Contact support for help in solving this issue.
Pending
Settlement data is still being processed by Connectbooks.
Error Syncing
Error syncing data to QuickBooks, contact support
What if I made a mistake and the settlement info I exported isn't accurate?
To delete an exported file, select the "More" dropdown and press "Delete from QuickBooks."
To resend to QuickBooks, select the "More" dropdown and choose "Resend to QuickBooks."