Quickbooks Setup for Customer

Modified on Fri, 29 Sep 2023 at 01:22 PM

Floranext's Quickbooks Online integration enables users to send their POS and website orders directly to Quickbooks Online (desktop versions are not supported).

TABLE OF CONTENTS

Preparing Quickbooks
Preparing Floranext
Connect to QB
Export Transactions

Preparing Quickbooks

The integration must be done on a computer logged into both the user's Floranext and Quickbooks Online.

In the shop's Quickbooks Online account, find the gear icon in the upper right and click Account and Settings.

In the Sales tab of Account and Settings. Click the edit pencil in the section titled Sales Form Content. Find the Shipping option and set this to On.

Make sure your Sales Tax is also set.

Learn more about QB online set up here.

Preparing Floranext

In the Floranext dashboard on the same computer, navigate to Settings ➜ Quickbooks Settings.

Before you connect, make sure the settings are correct.

Set the date of the first transaction export (this could be the 1st of the month, for example). Make sure that if the customer does not have a live website, POS Only is set to Yes.

Make sure the date is correct before proceeding! This can be updated later, but we prefer not to.

Connect to QB

Click Save & Connect to QB. If you're logged into the shop's Quickbooks, you will be taken to an authorization page. Click Authorize. This will bring you back to the settings page and your service will be connected. You should never need to do this again.

Make sure the correct tax rate is selected when Floranext reloads. If there is no tax rate showing under the drop down you will need to set up the tax rate in Quickbooks under Taxes ➜ Sales Tax.

Export Transactions

In Floranext, go to Reports ➜ Quickbooks Export.

Transactions that are not yet imported will have a grey clock icon. Those that are imported will have a green check mark. Test out the export by hitting the Export button and sending transactions to Quickbooks. You will need to refresh the page to see that the export happened successfully.

In Quickbooks, navigate to Transactions ➜ Sales and match up the latest transaction details including total, tax, and shipping (delivery) between Floranext and Quickbooks.