QuickBooks Online Integration

ianaiERP offers seamless integration with QuickBooks Online to streamline your financial and inventory management processes. This guide will walk you through the steps to connect your QuickBooks Online account with ianaiERP.

Integration Methods

You can initiate the integration process in two ways:

1. Directly from ianaiERP

2. Through the QuickBooks Online App Store

This guide focuses on the integration process from within ianaiERP.

Step-by-Step Integration Process

1. Access the Connections Settings

• Log in to your ianaiERP account

• Click on your username in the top right corner of the header

• Select "Settings" from the dropdown menu

• Navigate to the "Connections" tab

2. Create a New Connection

• Click on "Create a Connection"

• In the modal that appears, select the QuickBooks Online icon

• Name your connection (e.g., "QuickBooks")

3. Initiate QuickBooks Online Sync

• Click "Sync with QuickBooks Online"

• You will be redirected to the QuickBooks OAuth page

4. Authorize the Connection

• Log in to your QuickBooks Online account if prompted

• Grant ianaiERP permission to access your QuickBooks Online data

5. Configure Required Settings

• After successful authorization, you'll be prompted to configure some required settings

• Set up default accounts for various transactions

6. Data Migration

• Click "Next" to begin the data migration process

• ianaiERP will import your existing QuickBooks Online data

7. Start Syncing

• Once data migration is complete, the integration will be active, and your data will start syncing between ianaiERP and QuickBooks Online

Important Notes for QuickBooks Online Plus and Advanced Users

When integrating ianaiERP with QuickBooks Online Plus or Advanced, please be aware of the following changes:

1. Quantity on Hand Tracking: This setting in QuickBooks Online will be turned off. ianaiERP will manage all inventory quantities.

2. Item Type Changes:

   • Inventory items in QuickBooks Online will be changed to non-inventory items

   • Bundle items in QuickBooks Online will be changed to non-inventory items

These changes are necessary due to limitations in QuickBooks Online's support for third-party integrations. Rest assured that ianaiERP will fully manage your inventory, and these changes will not affect your ability to track and manage your stock effectively.

Troubleshooting

If you encounter any issues during the integration process, please refer to our Troubleshooting Guide or contact our support team for assistance.

Next Steps

After successfully integrating with QuickBooks Online, you may want to:

• Set up your inventory items

• Explore our shipping and tracking features

For any questions or additional support, please don't hesitate to reach out to our customer support team.