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Helcim Commerce » Integrations » QuickBooks » QuickBooks Online »

QuickBooks Online Integration Setup

Please set your QuickBooks Online account up before integrating with Commerce.
  1. Login to your Helcim Account
  2. Click on Helcim Commerce
  3. In the top right corner, click on Settings
  4. Under Integrations, click on QuickBooks
  5. Click on QuickBooks Online Settings
  6. Click Login to QuickBooks Online.
    1. You will be redirected to QuickBooks Online where you will need to enter your QuickBooks credentials
    2. Click Authorize
  7. You will be redirected back to Helcim Commerce. You will need to choose the default settings for the following based on your QuickBooks setup:
  8. Click Save

You are now ready to import or export your data! A few things to note:

  • You should import in the following order: 1. Customers; 2. Products; 3. Orders (Due to QuickBooks limitations, transactions (payments) cannot be imported)
  • You should export in the following order: 1. Customers; 2. Products; 3. Orders; 4. Transactions
  • Import = Move data from Quickbooks to Helcim Commerce
  • Export = Move data from Helcim Commerce to QuickBooks.