Notice: You need a Grow Account to use this Feature. |
Connecting your MioCommerce account to QuickBooks account is easy & simple!
If you are yet to create a Quickbooks account, please register here and then follow the below instructions.
If you have already created a new account or have an existing account in QuickBooks, please connect your account with the below step by step instructions.
Step 1. Login to your MioCommerce account. On the left-side main menu, click App Market and then, click on QuickBooks.
Step 2. Click Install if you already have a QuickBooks Account.
**Important** Before you connect, verify:
your QBO account has accounting enabled
your QBO account has taxes enabled
your QBO account is in the same country as MioCommerce
your QBO account has all taxes set up as in MioCommerce
your QBO account uses the same currency as MioCommerce
Step 3. If you are not signed in, a pop-up will appear where you can enter your QuickBooks login credentials.
Step 4. Enter an email address to verify your information from securely.
Step 5. Retrieve your verification code from your email then enter it, and then click "Continue."
Step 6. You will be asked to confirm which company you would like to connect to Quickbooks. Once you've selected the correct company, click "Connect." Wait a moment while the connection merges!
Step 7. Once connected, your MioCommerce account will display your QuickBooks company information and the mapped tax code.
Step 8. Integrations Settings
Adjust your Integration Settings. Integration Settings decides which data to send from MioCommerce to Quickbooks and vice versa, and how to update the data.
For the Integration option to: Update Customers Created in QuickBooks Online
Click "No" if you do not want to overwrite in QuickBooks any change that you will make in the customer profile in MioCommerce
Click Yes, if you want to overwrite the customer information from MioCommerce to QuickBooks. For example, if you update the customer address in MioCommerce >> customer address in QuickBooks will also get updated.
For the Integration option to: Update MioCommerce Created Customers
Click "No" if you do not want changes made to Customers in MioCommerce to be saved.
Click "Yes" if you want changes made to Customers in MioCommerce to be saved.
For the Integration option to: Push Payments to Quickbooks Online
Click "No" if you do not want Sales Receipts and Refunds to be created in QBO.
Click "Yes" if you want Sales Receipts and Refunds to be created in QBO.
Once all the Integration preferences are selected, click "Save."
Now your account is set up to push customer and payment information to QuickBooks!