QuickBooks Online is a cloud-based accounting software designed for small and medium-sized businesses. It helps businesses manage their finances by automating various accounting tasks like tracking income and expenses, generating invoices, managing payroll, and producing financial reports.
CStoreOffice® is integrated with QuickBooks Online, ensuring that both systems operate with the same accounting entities. Transactions registered in CStoreOffice® are copied to QuickBooks Online, keeping records up to date across both platforms, reducing manual data entry, and enhancing overall efficiency.
Prerequisites
Prior to starting the QuickBooks Online integration, confirm that the following prerequisites are met:
- You have an active QuickBooks Online subscription.
- The Accounting module in CStoreOffice® is configured properly.
What is synchronized
Accounting entities are fully synchronized between CStoreOffice® and QuickBooks Online through two-way synchronization. Any update made in one system, such as adding or editing accounts, are automatically reflected in the other, ensuring both platforms stay consistent and up to date.
- Chart of accounts
- Classes
- Customers
- Price book vendors
- Accounting vendors
- Data types
- Locations (stations)
The mapping of accounting entities between CStoreOffice® and QuickBooks Online is based on exact name matching. If an entity is named differently in either system, it will be created as a new object during synchronization.
Transactions, such as payments, invoices, and other financial records are copied from CStoreOffice® to QuickBooks Online for bookkeeping, financial reporting, tax preparation, and audit compliance.
