ConnectBooks

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

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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