QuickBooks Online Connector

Step by Step guide to set up QuickBooks connector

Overview

QuickBooks Online, developed by Intuit, is a cloud-based accounting software package used by SMBs to accept business payments, pay bills, and manage payroll functions.

With this connector, Buyers and Suppliers using QuickBooks Online can send and receive invoices and credit notes automatically in the system.

Connector details

Name	QuickBooks Online
Category	Accounting
Availability	Trade Enterprise
Document format	JSON
Document types	Invoice, Credit Note
Connection method	API

Version history

1.0.0

Initial release

Triggers

Scheduled

Runs on a specified time interval

Actions

Get Invoices

Send/Receive invoices and credit notes from your accounting system into the ShipServ platform.

Once in the ShipServ platform, you and your Buyers will be able to access them through Trade and download using integration via the Invoicing API.

Configurations

Connector Name	Set a friendly name for your connector.
QuickBooks Online	Select your QuickBooks Online account.
Schedule	Set the time interval.
Action	Select if the connector should: Upload - for suppliers to send invoice and credit notes. Download - for buyers to receive invoices and credit notes.
ShipServ Product/Service	For Buyer Only - Registered name of ShipServ's product/service in your accounting service.
TNID	ShipServ TradeNet ID that will connect to Quick Books Online.
Trade Username	Enter your Trade user that will be used for the connector.
Trade Password	Enter your Trade password.

How does it work?

The integration between your accounting system and the ShipServ platform is done by an integration connector.

A connector is a cloud service that runs within the ShipServ platform. When configured, it will run based on the specified Trigger and perform the selected Action. To see the list of supported Triggers and Actions, please check out the tables below.

To perform the selected Action, the connector will need to have access to your accounting system which you or your IT Administrator must Authorize.

Figure 1.0 Integration high-level diagram

How to’s

Setup

Configuring an integration connector is a straightforward and can be easily done by following the steps shown below:

Log in to https://id.shipserv.com/login using your administrator credentials for the account.
Click on the Apps and Automation Tab > Integrations

Image 1. Open integration store
Search and select QuickBooks Online from the list.

Image 2. QuickBooks Online connector
Configure your integration. Click on Details > Configure > Add new account

Image 3. Configure connection
Add your QuickBooks Online account

Image 4. Sign into QuickBooks Online
Click on Connect

Image 5. Connect to QuickBooks Online
Click on Continue anyway

Image 6. Connection prompt
Click on Next

Image 7. Connection Successful
Click on Finish > Close the window.

Image 8. Complete set up
Select the account from the List > Configure the connector > Click on save

Image 9. Save your settings.
Your integrations will show up under My Integrations Tab.

Image 10. View all integrations