Connect your accounting system to automatically sync order, customer, and product data across channels from one place.
Things to be aware of:
1) Each version of QuickBooks Online has features unique to it and each of those features interact uniquely with Unify.
2) If you are planning on connecting to multiple sales channels or if you need Unify to handle marketplace expenses and fees, you may want to look into the QBO - Plus plan since it will give you the access to class tracking. Class tracking is useful if you have multiple channels and need to run profit and loss reports by class in QBO.
3) Click here to check out the differences of each version of QuickBooks Online.
To connect Unify to QuickBooks Online follow below steps:
Step 1: Go to the Connections tab and click on the Add Accounting option.
Step 2: Now select Quickbooks as the Accounting software you want to connect to.
Step 3: Upon clicking on Connect to QuickBooks, you will see a new Sign in window asking for your intuit credentials. Enter your ID and Password and Click on Sign In button.
Step 4: When asked, Click the Authorize button to connect.
After Authorizing, Unify will begin downloading Customers, Products and Other data from your QuickBooks online Company file. These are for the internal settings and configurations that you will need to do, to begin setting up Unify. If you need help with these settings, you may speak to your accounts manager to setup an onboarding.
Once the data and settings download, you will see the screen below. Do remember that all of these are necessary to be turned on for Unify to function smoothly. Should any one of these be turned off, remember to flick the switch and turn on the option in Unify (which in turn will turn it on in QuickBooks Online)
If the switches do not turn on, click here to learn how to setup these options manually in QuickBooks Online.
Disconnecting from QuickBooks Online
If you have connected Unify to a test QBO account and have already posted orders to that test company file, it is extremely important that you "undo sync" the transactions (if they are real orders) Unify created in the test company, before it is disconnected from Unify.
This will allow you to re-sync those real order to your new QuickBooks Online company file that is connected to Unify.
To disconnect, go to the Connections tab and in the Accounting section click on the Disconnect.
You will receive a confirmation. Confirm the disconnection by clicking on Yes.