Connect QuickBooks Online
Push customers, invoices, payments and refunds from SKUFlow to your QuickBooks Online company automatically.
Connect QuickBooks Online once, and SKUFlow sends your customers, invoices, payments and refunds to it as they happen. You keep working in SKUFlow; your bookkeeper sees everything in QuickBooks.
Only owners and admins can connect QuickBooks.
What gets sent
The sync is one way: SKUFlow → QuickBooks. Changes you make in QuickBooks don't come back to SKUFlow.
| In SKUFlow | In QuickBooks |
|---|---|
| Customer (when created or changed) | Customer, with name, primary email and phone, billing address and taxable status |
| Invoice (when created or sent) | Invoice with the same number (for example INV-12), its lines on your default item, discounts as a discount line, SKUFlow's tax |
| Payment against an invoice | Payment linked to the invoice, deposited to the account you choose (tips aren't included) |
| Refund | Refund receipt |
Drafts, cancelled invoices, deposits not yet on an invoice and payments that haven't settled aren't sent. A record that's already in QuickBooks is updated, never created twice.
Connect
Open Integrations
Go to Settings → Integrations.
Connect QuickBooks
On the QuickBooks card, click Connect QuickBooks. Sign in to Intuit and choose the company to connect.
Come back to SKUFlow
Intuit sends you back to Settings → Integrations. The card shows Connected, the Company and Last sync.
Set your mappings
Under Mappings, choose where SKUFlow's records land, then click Save mappings:
- Default item: the product or service every invoice line is booked to. Required before invoices and refunds can be sent.
- Income account: for reference; revenue follows the default item's income account.
- Tax code for taxed invoices: used on invoices that carry tax. Untaxed invoices use NON. The tax amount is the one SKUFlow calculated.
- Deposit payments to: the account payments go into. The default is Undeposited Funds.
The QuickBooks Mappings form
Screenshot coming soon
From now on, records are pushed as they change. To send anything that's waiting right away, click Sync now.
If you use business units, each unit can map to a QuickBooks class and location, so you can report by division in QuickBooks. See Business units.
If the card says Reconnect needed
QuickBooks sometimes stops accepting SKUFlow's connection, for example after access is removed in Intuit. Click Reconnect and sign in again. Nothing is lost: records already pushed are recognized and updated.