QuickBooks Desktop Integration Setup
Please set your QuickBooks account up before integrating with Commerce.
- Login to your Helcim Account
- Click on Helcim Commerce
- In the top right corner, click on Settings
- Under Integrations, click on QuickBooks
- Click on QuickBooks Desktop Settings
- You will need to choose the default settings for the following based on your QuickBooks setup:

- Click Save
- Scroll down to the section called Tax Accounts
- First, create a Default one so that unclassified taxes go there
- For each Region/Province/State, you can add a Tax Account name (see below example)
- When Exporting Orders to QuickBooks Desktop, taxes will appear as line items, posted to the appropriate account

You are now ready to import or export your data! A few things to note:
- You should import/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.
- Due to QuickBooks limitations, transactions (payments) and orders (invoices) cannot be imported