Connect your accounting system to automatically sync order, customer, and product data across channels from one place.
To connect Unify to QuickBooks follow below steps:
Step 1: Go to the Connections tab and in the Accounting Software section click on Connect to QuickBooks Desktop.
Upon clicking on Connect to QBD, Unify Desktop Extension will automatically start to download, if not click on the click here link in the pop-up message.
Step 2: After successful connection, open the Unify Extension and enter your Unify login credentials to login to Unify Extension.
Important: Make sure your QuickBooks Desktop is up and running.
After log in, Unify will ask you to connect to your QuickBooks Desktop. To connect to QuickBooks Desktop follow below steps:
Step 2A: Select your QuickBooks Version from the drop-down, browse the Company file location and click on Connect to QuickBooks button.
Step 2B: After clicking Save & Close, QuickBooks will show you an Application Certificate. Click on "Yes always; allow access even if QuickBooks is not running", select the check-box and click on Continue.
Step 2C: Click on Done.
Now you have successfully connected Unify to QuickBooks Desktop.
Step 3: Now log out of Unify and login again and go to Connections tab. Now Unify will begin downloading Customers, Products and Other data from your QuickBooks Desktop Company file. Once done you are ready to Sync orders.