QuickBooks Online Integration Setup
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.
Tips for importing your data: You should import in the following order: 1. Customers; 2. Products; 3. Orders (Due to QuickBooks limitations, transactions (payments) cannot be imported) and you should export in the following order: 1. Customers; 2. Products; 3. Orders; 4. Transactions. Import refers to moving data from QuickBooks to Helcim and export refers to moving data from Helcim to QuickBooks.