How to sync orders to QuickBooks
Before you begin you will need to make sure you're signed into your QuickBooks account. If you don't already have a QuickBooks Online account click here to get that set up first.
After you have logged in to your QuickBooks account, head to your Seller HQ page in Candid and click on the Connect QuickBooks integration button seen here:
This will then take you to your integrations page, click on the QuickBooks box to continue:
Then click Begin Integration:
Next you will see a screen that will begin the integration, if you don't see this screen make sure you are signed into your QuickBooks account:
After the connection is successful you will then be able to send orders from Candid to QuickBooks by clicking on the QB upload icon located on your sales order page:
The order will then be visible in your QuickBooks account:
What information gets sent to Quickbooks?
The information that gets sent from Candid to Quickbooks is by default the following accounting info:
- Customer information
- Invoice number
- Invoice total
- Invoice status
Information that doesn't get sent
- The integration with QuickBooks works on the order level but not the product level. It only sends order totals and does not import line item or product level details.
- The integration will not create duplicate customer records. It only creates customer records if they don't already exist.
If you need additional information sent to Quickbooks let us know: team@candidwholesale.com
What if my orders aren't syncing to QuickBooks?
If you find some of your orders aren't syncing this could be caused by one of the following issues:
- A typo in the customer's email address or other contact info
- An invalid customer address
- Duplicate order or invoice numbers
- Duplicate customer names