Managing finances is an integral part of any business. To ensure the smooth functioning of your business, it is essential to keep a record of all your income and expenses in an organized manner. QuickBooks, a financial software tool, simplifies financial management and enables businesses to focus more on growth and success.
Connecting QuickBooks to Qoblex allows you to streamline your inventory data and manage your finances efficiently. Whether managing orders, tracking inventory levels, or staying on top of finances, combining these systems ensures smoother operations and better control over your business.
To link your QuickBooks account with Qoblex:
- Go to your Integrations module.
- Look for QuickBooks on the list of integrations.
- Click Connect to QuickBooks.
- Proceed to link your QuickBooks account’s login information.
Managing your accounts
After you have linked your QuickBooks account to Qoblex, you will be directed to the integration settings page. Here, you can select your ledger accounts in QuickBooks, where you want Qoblex to push your data.
Qoblex automatically syncs the following items to your QuickBooks account:
| Sale Invoices | The revenue account where to sync your sale invoices. |
| Invoice Payments | The account where to sync sales invoice payments. |
| Cost Of Goods Sold account | The expense account where to sync purchase bill line items. |
| Bill Payments | The account where purchase bill payments will be synced to. |
| Inventory Asset | The Inventory Asset account for newly created products. |
Tax Settings
This section lets you set up the mappings between your tax definitions in Qoblex and QuickBooks. This ensures that your tax reporting is accurate and compliant with local tax laws.
Synchronization Timing
Qoblex synchronizes your sales and purchase orders every five minutes. The same goes for modifications made to the orders.
