Setup the QuickBooks Online Integration
Before you start - in order to use the full featureset of the QuickBooks integration, your Oncord plan must include the Commerce and Marketing features.
An easy way to determine whether you have this plan enabled is to look for the "Commerce" and "Marketing" links located in the sidebar of your Oncord Dashboard.
Logging in to your QuickBooks Online account before enabling the integration will also make the below steps easier.
If you don't already have a QuickBooks Online account, you can sign up for one on the Intuit website: https://quickbooks.intuit.com/
What Data is Synchronised?
The QuickBooks integration works by synchronising the following data:
|From Oncord||From QuickBooks Online|
When Does it Sync?
You can choose to enable or disable automatic synchronisation within the QuickBooks App integration page (Go to Settings > Third Party Integrations > "Configuration" link under the QuickBooks App).
Oncord will batch-sync with QuickBooks two minutes after an update takes place within Oncord.
For instance, if you updated a contact's e-mail address at 2:00pm, and then an invoice is created at 2:03pm. Both changes would be reflected at 2:04pm within QuickBooks.
If no updates take place within Oncord, a scheduled sync will take place after 12 hours to download data from QuickBooks.
Enable the QuickBooks Online Integration
to Dashboard > Settings.
select the "Third Party Integrations" page.
the "Enable" button in the QuickBooks Online integration box.
A pop-up dialog will redirect you to allow Oncord to access QuickBooks.
After clicking the "Connect to QuickBooks" button, you will be redirected to QuickBooks and presented with the below page which will allow you to give Oncord API access to QuickBooks.
Select the company you would like to synchronise with and click the "Next" button. You will be redirected back to Oncord QuickBooks integration configuration page.
You will be presented with configuration options the first time you manually synchronise QuickBooks and Oncord. Check the options carefully and configure the integration appropriately.
Important: Map Deposit Accounts for Payment Methods:
Synchronisation also occurs between "Payments" in QuickBooks, to "Receipts" in Oncord. This area defines the mapping between the two systems.
- For direct deposit accounts, you should select the bank account that customers pay into.
- For credit card payments, it is recommended you use 'Undeposited Funds'. Refer to this article: https://quickbooks.intuit.com/learn-support/articles/getting-the-most-out-of-quickbooks/using-undeposited-funds-in-quickbooks-online/05/920745
- Cash and other manual payment methods may also use 'Undeposited Funds'.
- It is recommended that all payment methods are linked to a QuickBooks deposit account.
To perform the first manual synchronisation, click the "Synchronise" button in the QuickBooks Online box displayed on the
If you'd like to configure the integration again, click the "Configuration" link for QuickBooks on the Integrations.
If you’d like to re-connect Oncord and your QuickBooks account, you can reconnect by going to Oncord Third Party Integrations page and click
the "Configuration" button in the QuickBooks Online box. You will be presented with the below screen.
You will usually reconnect to QuickBooks if the connected account has been deauthorized to access your QuickBooks Online company and you need to authenticate a new account to maintain the connection between Oncord and QuickBooks.