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Helcim Commerce » Integrations » QuickBooks » QuickBooks Desktop »

QuickBooks Desktop Integration Setup

Please set your QuickBooks 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 Desktop Settings
  6. You will need to choose the default settings for the following based on your QuickBooks setup:
  7. Click Save
  8. 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