QuickBooks Online Integration

Shopmonkey's QuickBooks Online integration allows you to automatically sync invoices created in Shopmonkey to your QuickBooks Online account, eliminating the need for manual double entry. Your customer list and inventory items can also be imported from QuickBooks to Shopmonkey, helping your shop stay on the same page.

Follow these steps to successfully integrate your QuickBooks Online account with Shopmonkey.

1. Connect to QuickBooks

2. Create products and services in QuickBooks

3. Set up tax agency in QuickBooks

4. Map products and services fields in QuickBooks to Shopmonkey.

5. Import data (optional)

Please Note: You need to have a QuickBooks Plus account or above to integrate with Shopmonkey.

Connect to QuickBooks

Select the Settings icon in the bottom left corner of your screen.

Select QuickBooks under the Integrations section on the left-hand side.

Select Connect to QuickBooks.

You will be prompted to enter your Intuit QuickBooks login credentials to grant Shopmonkey authorization. Please Note: You will need administrator access in QuickBooks to do this.

Create Products & Services in QuickBooks

Please Note: This step is important and must be completed in QuickBooks.

Log in to your QuickBooks account to create products and services in QuickBooks. Follow the steps below to create a product or service for each of the items in the table below.

Create New Products & Services in QuickBooks

1. Select the Gear icon at the top, then select Products and Services.

2. Select New in the Products and Services window.

3. Select the product or service type.

4. Enter the new product or service information, then select Save and Close.

Product & Service Items

Create a product/service for each of the items below, if you do not already have these created. We recommend naming these new QuickBooks Products/Services "Shopmonkey Labor", "Shopmonkey Part", "Shopmonkey Tire", etc. This way it is easy to identify the intended field when mapping between Shopmonkey and QuickBooks Online.

Check out this QuickBooks Help Article on Products and Services Items.

Set Up Tax Agency

Please be sure to set up your tax agency in your QuickBooks Online account. Check out this QuickBooks Help Article on setting up your tax agency.

Map Product & Services Fields to Shopmonkey

Once you have finished creating products and services and setting up your tax agency in QuickBooks, head back to Shopmonkey. On the QuickBooks Settings page (Settings → QuickBooks), select the Configure Accounting tab.

Please Note: If you had this Shopmonkey page open while adding products/services in QuickBooks, you may need to refresh your page to see changes.

Select the corresponding QuickBooks Product and Service for each Shopmonkey Line Item.

Toggle on Send Location to send location with invoices and payments to QuickBooks. This is recommended for multi-location shops. Select the location for this shop.

Check out the article Set up and use location tracking in QuickBooks Online to learn more.

Select Save in the top right corner.

Import Data (Optional)

If you are already managing your customers, inventory, or other non-inventory data in your QuickBooks Online account, you may choose to import that data into Shopmonkey.

On the QuickBooks Settings page (Settings → QuickBooks), select the Configure Accounting tab. For each desired data category, select Run One-Time Import to import.

This will initiate a sync for the selected data from QuickBooks over to Shopmonkey. Run this sync anytime you’d like QuickBooks to send the selected category data to Shopmonkey. This will not delete any records already in Shopmonkey.

Check out our help center article Sync Inventory with QuickBooks to learn more about syncing inventory across platforms.

Related Articles

• Send Invoices to QuickBooks

• Send Purchase Orders to QuickBooks

• Send Payments & Refunds to QuickBooks

• Sync Inventory with QuickBooks

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!