This document provides comprehensive guidance on integrating QuickBooks Online with Flxpoint to automate accounting operations. It covers essential setup requirements, authentication steps, and configuration options for syncing data such as purchase orders, invoices, and sales receipts. Users can follow structured instructions to establish a secure connection, map sources and channels, and enable key accounting exports. With a focus on ensuring accuracy and efficiency, this guide helps streamline financial data management within Flxpoint.

How to Connect

Show/Hide QBO Setup Info
• Before You Get Started
  
  You’ll need to prepare your QuickBooks Online account by adjusting Account & Settings:
  
  Account Settings Location
  Found on QuickBooks’ main page under Accounting → “Chart of Accounts”.
  
  Accounts Settings
  Ensure you have:

  • A “Sales of Product Income” account (Type: Income)
  • An “Accounts Payable (A/P)” account (Type: Accounts Payable (A/P))

  If missing, click New (top-right in QuickBooks), then Save and Close.
  
  General Settings
  

  • Sales → Sales form content: Enable Shipping & Custom Transaction Numbers
  • Sales → Products and services: Show SKU Column & Track Quantity/Price/Rate
  • Expenses → Bills and expenses: Show Items Table & Track Expenses/Items by Customer
  • Expenses → Purchase Orders: Use Purchase Orders & Custom Transaction Numbers
• How to Connect
  
  1. Go to Settings (gear icon) → Accounting.
  2. Click the Blue + Icon to create a new QuickBooks Online connection.
• Configure Settings
  Enable or disable “Link to Existing Sales Receipts”, then click Save and Proceed.
• Select Operations
  Toggle Fulfillment Requests, Invoices, Orders, Shipments. Choose any Source(s) or Channel(s), then click Save.

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Accounting Operations 

Naming Conventions

• “Orders” in FLX → “Sales Receipts” in QuickBooks
• “Purchase Orders” have the same name on both platforms
• “Invoices” in FLX → “Bills” in QuickBooks

Purchase Order & Invoice SKU Differences
If the SKU your supplier returns on an invoice doesn’t match the SKU originally sent on the purchase order, QuickBooks can’t associate the invoice item with that PO. In this scenario, QuickBooks won’t create the invoice.

Tax
FLX sends the total tax amount of an order to QuickBooks, leveraging Automated Sales Tax for US-based QuickBooks accounts created after November 17, 2017. QuickBooks determines the correct tax agency based on your business and shipping locations, legacy users can find more information here.

Accounting Orders

Accounting Orders primarily deal with syncing order-related data (e.g., sales receipts, tax info) from Flxpoint to QuickBooks. 

Accounting Transactions

Accounting Transactions handle deeper financial processes such as purchase orders, fulfillment requests, and invoices (bills).