How to sync orders to QuickBooks
Please note that Candid only integrates with QuickBooks Online currently.
To begin, contact Candid support to have QuickBooks integration enabled.
Candid and QuickBooks integration steps:
Once the integration has been enabled, sign into your QuickBooks Online account. If you don't already have a QuickBooks account, click here to set one up.
You will have been given an integration link by Candid support. Click through, then click "Begin Integration" to continue:
Once the connection is successful you will be able to send orders from Candid to QuickBooks by clicking on the QB upload icon that is located on your Sales>Orders page in your Candid account:
Synced orders will be visible in your QuickBooks account.
What information gets sent to Quickbooks?
The information that gets sent from Candid to Quickbooks is by default the following accounting info:
- Customer information
- Invoice number
- Invoice total
- Invoice status
Information that doesn't get sent
- The integration with QuickBooks works on the order level but not on the product level. It only sends order totals and does not import line items or product-level details.
- The integration will not create duplicate customer records. It only creates customer records if they don't already exist.
- Payment information does not get sent. Candid syncs invoices with QuickBooks, but not payments, to avoid issues like double counting or undercounting, depending on QuickBooks' configuration. The recommended workflow is to first sync invoices in-app and then manually reconcile payments between the two platforms to ensure accurate financial records.
If you need line item information sent to QuickBooks, let us know, and we can turn that on for you. Please note that when syncing line item information your SKUs in Candid and QuickBooks need to match exactly. Otherwise, QuickBooks will create new products.
What if my orders aren't syncing to QuickBooks?
QuickBooks is very particular about how data is shared with the integration, which means errors can sometimes occur that prevent an order from syncing. When a sync fails, we surface these error codes to help you locate the source of the error so that you can sync the order successfully. You can learn more about how to troubleshoot errors here: How to fix common QuickBooks sync errors