Connect QuickBooks with Craftybase

Learn how Craftybase exports data to QuickBooks.

This article will guide you through how to connect to QuickBooks and what types of data we push to QuickBooks from Craftybase.

QuickBooks is an online bookkeeping and accounting suite for small businesses.

Our Craftybase ➝ QuickBooks beta integration will allow you to push your Purchase Orders when they are created - helping to keep your books aligned with your inventory activity.

In this article:

• Connecting to QuickBooks
• Connection Troubleshooting
• Configuring your Ledger Accounts
• Pushing Purchase Orders to QuickBooks
• FAQ

Connecting to QuickBooks

To connect your QuickBooks account to Craftybase:

1. Go to your Integration page (How do I find my Integration page?)
2. Locate the QuickBooks section and click the Connect button

3. You’ll be redirected to QuickBooks to authorise the Craftybase app. Follow the on-screen steps to confirm the connection.
4. Once successfully connected, you will then need to move into Configuring your Ledger Accounts

Connection Troubleshooting

• Admin permissions: The user connecting must have admin or account owner access in QuickBooks.
• Currency settings: Ensure your QuickBooks currency matches your Craftybase base currency.

Configuring your Ledger Accounts

To ensure that your QuickBooks account is correctly mapped:

1. Go to your Integrations page (How do I find my Intergrations page?)
2. Under your Integrations list, locate your Quickbooks integration
3. Open the actions menu, and select the Edit Settings option
4. Under Accounting Settings, you'll notice a few new fields

• Inventory Asset Account: This will default to Inventory Asset if found. If your Inventory Asset account is configured differently in your QuickBooks account, you'll want to change this to the correct account.
• COGS Account: This will default to Cost of Goods Sold (COGS) if found. If your COGS account is configured differently in QuickBooks, you'll want to change this to the correct account.

5. Select your Inventory Asset Account & COGS Account (If applicable)
6. Select Save to finish your Quickbooks connection

Pushing Purchase Orders to QuickBooks

To push a Purchase Order from Craftybase to Quickbooks:

1. Navigate to the Purchases page
2. Open the Purchase Order you'd like to push to Quickbooks
3. Review all the line items and totals to ensure they're correct
4. Click the Push to Quickbooks button in the top-right corner

Clicking this button will manually push the Purchase Order details to QuickBooks, creating a corresponding Quickbooks bill. This gives you greater control over when POs are exported to your accounting system.

After the Push is complete, a link to the bill will appear in the same spot. Clicking this link will take you directly to the bill inside your QuickBooks account.

FAQ

Why is my Purchase Order push failing?

If your purchase order push is failing - you'll need to double-check that your ledger accounts are configured in Craftybase. (How can I configure my ledger accounts?)

Need Help?

Still have questions about setting up your QuickBooks account with Craftybase? Please get in touch, and we'll be happy to help.