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QuickBooks Online Integration Setup

How to Access the QuickBooks Online Integration

To integrate your QuickBooks Online account with your Helcim Account click on Integrations and QuickBooks Online Settings.

You need to have your QuickBooks Online account setup before you can integrate your Helcim Account with QuickBooks online.

Next, click on Login to QuickBooks Online to get started.

  • You will be redirected to QuickBooks Online where you will need to login using your QuickBooks credentials
  • Click on Authorize

You will now be redirected back to your Helcim Account. Choose your default settings for the integration based on your QuickBooks setup. Click on Save to apply the changes.

How to Import and Export Your Data

Import refers to moving data from QuickBooks to Helcim and export refers to moving data from Helcim to QuickBooks.

You will need to import your data in the following order:

  1. Customers
  2. Products
  3. Orders

Due to QuickBooks limitations, transactions (payments) cannot be imported

When exporting data follow this order:

  1. Customers
  2. Products
  3. Orders
  4. Transactions

For the data to be properly read and understood by QuickBooks, you need to ensure that you import your data from QuickBooks to Helcim, then export your changes from Helcim to QuickBooks or QuickBooks will be unable to recognize the changes and additions to data. For example: A customer created in Helcim's Customer Manager cannot be exported into QuickBooks, but a customer created in QuickBooks can be exported into Helcim where you can then edit and update the customer information before exporting the customer profile back into QuickBooks.

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