ConnectBooks

This guide walks you through setting up and managing ConnectBooks with QuickBooks if you don’t track inventory in QuickBooks.

Onboarding Guide: ConnectBooks for Non-Inventory QuickBooks Users

This guide walks you through setting up and managing ConnectBooks for your QuickBooks inventory.

Onboarding Guide: QuickBooks Inventory with ConnectBooks

How to connect your QuickBooks Online file to ConnectBooks, then link it to a store.

How to connect your QuickBooks Online file to ConnectBooks

How to connect your QuickBooks Desktop file to ConnectBooks with the web connector, then link it to a store.

How to connect your QuickBooks Desktop file to ConnectBooks

How to Integrate QuickBooks (desktop) web connector. In this article, you will find helpful information to install the web connector.

How to Download and install a QuickBooks Web Connector

How to update the QuickBooks Web Connector

Link each of your stores to your QuickBooks file.

How to Connect your stores to your QuickBooks file

Set where each store's sales, fees and costs go in QuickBooks.

How to configure QuickBooks Settings on ConnectBooks

What each advanced export setting does and when you see it.

Advanced QuickBooks Export Settings Explained

Save your store settings, connect QuickBooks Online, and enter the settings again.

How to Switch from QuickBooks Desktop to QuickBooks Online

How to Connect and Sync your QuickBooks file with ConnectBooks

QuickBooks Integration 

Send your marketplace settlements to QuickBooks Online and fix any warnings.

How to export settlements to QuickBooks Online

Get a settlement ready in ConnectBooks and bring it into QuickBooks Desktop with the Web Connector.

How to export settlements to QuickBooks Desktop

Turn on Auto Sync so settlements go to QuickBooks by themselves.

Auto-Sync for QuickBooks Online

Settlement and COGS now export separately, so missing product costs don't hold up your sales.

How the settlement and COGS exports work

How to Turn Off COGS Import to QuickBooks in ConnectBooks

How ConnectBooks handles sellable and unsellable returns.

Sellable and Unsellable Returns

Date each Amazon sale in QuickBooks by the order's ship date instead of the posted date.

Export Sales to QuickBooks by Ship Date

Move your Amazon sales in QuickBooks to ship dates after Amazon's DD+7 change.

How to Transition to Ship Date in QuickBooks

Exporting Settlement to QuickBooks

Link each marketplace SKU to the right QuickBooks item so sales export correctly.

How to map marketplace SKUs to QuickBooks items

See and update cost, mappings and inventory settings for every listing in all your stores, with 1 Excel import.

All Listings Page Explained

Map many marketplace SKUs to QuickBooks items at once with the blank Excel template.

How to Map Listings in Bulk Using Excel

Map many marketplace SKUs to QuickBooks items at once with a sheet that already lists your products.

How to Map Listings in Bulk Using Excel - Prefilled Sheet

This article guides you through adding new products to QuickBooks.

How to add a product in QuickBooks

Why you can't map a SKU to a QuickBooks bundle item, and what to use instead.

Understanding the Restrictions on Mapping to a QuickBooks Bundle

How to Download an old Version of Your Mappings, Costs, or Inventory Settings

How to link your marketplace SKUs to QB items

Product Mapping

This article explains how to easily manage and update changes in your product costs.

How to Add Cost in ConnectBooks

Update many product costs at once with the blank Excel template.

How to Update Cost in Bulk Using Excel - Blank Template

Change many product costs at once by exporting your costs, editing them in Excel and uploading the sheet.

How to Update the Cost in Bulk Using Excel - Prefilled Sheet

Show the right product cost for each period when your QuickBooks costs change.

How ConnectBooks Handles Product Cost Changes in QuickBooks

Product Cost

How ConnectBooks splits Amazon Sponsored Products spend by product in QuickBooks.

Advertising per product in QuickBooks

See which account each marketplace fee goes to, and change it if you want.

General Marketplace Fees (Advanced Mapping)

Add categories to your products so they become classes in QuickBooks.

Setting up Classes for QuickBooks

Send your sales to QuickBooks by class, by category or by item.

Managing Classes and Subclasses in QuickBooks

Give a store a default class in QuickBooks or a tracking category in Xero.

Assigning a Default Class to a Store in QuickBooks or Xero

How ConnectBooks uses QuickBooks classes to show fees and profit for each item.

Track Profit & Loss per item in QuickBooks using Class tracking

How will the fees appear in my Quickbooks?

How ConnectBooks records Amazon loans in QuickBooks, and how to record the loan interest.

Adjusting for Amazon Loans

Adjusting for Reserve Funds

2 ways to get Amazon sales into the month they shipped.

How to Recognize Amazon Sales in the Right Period Under DD+7

Use a reversing journal entry so orders shipped at period end land in the right period under DD+7.

Closing Amazon Books on Time Under DD+7 With a Journal Entry

Adjustments to made in Quickbooks

Set up landed cost and split freight and tariffs across your products.

How to Set Up and Use Landed Cost in ConnectBooks

Calculate Landed Costs QuickBooks Desktop

Calculate Landed Costs in QuickBooks Online

Calculate Land Costs per CBM in QuickBooks

Send marketplace shipped sales and your own shipped sales to separate warehouses in QuickBooks.

Track FBA vs FBM Warehouses

To Set up Multiple Inventory Sites in QuickBooks

Multiple Warehouses QuickBooks Enterprise (desktop)

How to turn on inventory for QuickBooks online

How to turn on inventory for QuickBooks desktop

Set Reorder Days, Safety Stock, Lead Time, Seasonal and Buyer for a listing on the Inventory Settings tab of the Listings page.

How to Edit Inventory Settings for a Listing

Update inventory settings for many listings at once with an Excel file.

How to Update Inventory Settings in Bulk Using Excel

Choose the Reorder Days and Lead Time that new listings on a store start with in the FBA Restock report.

Set Default Inventory Settings for New Listings

Configuring Inventory Settings 

How to export a store that sells in a different currency than your books.

Foreign Currencies

How to Calculate negative settlements with an exchange rates

Exporting Using Foreign currencies

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