Before You Start
You need access to the QuickBooks Online company you want RetailReady to use. You should also know whether you are connecting a sandbox company for testing or the real company your accounting team uses.
Note: RetailReady must already have its QuickBooks app credentials configured by an administrator. If the Connect QuickBooks button is disabled or the provider authorization page rejects the connection, contact your RetailReady admin.
Connect Your Account
- Go to Integrations in the left navigation.
- Find QuickBooks Online.
- Click Connect QuickBooks.
- QuickBooks opens in a new authorization flow. Sign in to the correct QuickBooks company.
- Review the access request and approve RetailReady.
- After QuickBooks redirects you back to RetailReady, wait for the first sync to finish.
- Open Mappings and choose the QuickBooks customer for each trading partner.
What Happens Immediately After Connect
- RetailReady pulls QuickBooks customers.
- RetailReady pulls QuickBooks products and services.
- Imported QuickBooks items appear in Products as RetailReady products and inventory placeholders.
- Existing RetailReady orders that have not been pushed to accounting are queued for QuickBooks estimate push.
- RetailReady attempts to pull payments so recent accounting payments can reconcile without waiting for the scheduled sync.
Confirm the Connection Worked
- On the Integrations page, confirm QuickBooks shows as connected.
- Open Activity log and look for successful customer and product pull events.
- Open Products and confirm your QuickBooks products/services are visible.
- Open Mappings and confirm QuickBooks customers are available in the customer dropdowns.
Disconnecting QuickBooks
Disconnecting stops future QuickBooks sync. Existing RetailReady products, orders, invoices, payments, and QuickBooks records are not deleted. If you reconnect later, RetailReady will pull from QuickBooks again and continue from the new connection state.