Setting Up QuickBooks Integration

B-Cart integrates with QuickBooks to simplify your invoice handling and bookkeeping. This guide walks you through connecting your QuickBooks account and syncing your data.

Step 1: Connect Your QuickBooks Account

1. Go to the Integrations tab in B-Cart.

2. Click on QuickBooks.

3. Connect to QuickBooks.

4. You’ll be redirected to QuickBooks to sign in and authorise the connection.

5. During the connection process, you’ll choose your QuickBooks company.

6. You’ll be redirected back to B-Cart, ready to continue setup.

Step 2: Configure Sync Settings

QuickBooks settings in B-Cart are simple:

• Sync Active: Turn this on to start syncing invoices.

• Start Date: Choose the date from which to begin syncing orders (can be today or in the past).

Click Update Settings to apply changes.

Step 3: Map Customers

To ensure invoices sync properly:

1. In the QuickBooks integration area, go to the Customer Mapping section.

2. Match each B-Cart organisation with a QuickBooks customer.

3. If a customer doesn’t exist in QuickBooks, B-Cart will create them automatically on the first invoice sync.

4. If the customer exists in both platforms, make sure to map them to avoid duplicates or sync errors.

Click Update Contact Mapping once done.

Step 4: Map Products

1. Match B-Cart SKUs to QuickBooks SKUs.

2. B-Cart always uses the product name from B-Cart, even if it differs from QuickBooks. This will be overwritten on each sync.

Step 5: Map Taxes (Optional)

• If you’re using Advanced Taxes, contact B-Cart support to assist with linking your custom tax rates to QuickBooks.

• If Advanced Taxes are not in use, this step can be skipped. 

Key Things to Know

• Invoices are synced in draft status only. We never update the status after that.

• Updates are always synced to QuickBooks and will overwrite changes.

• Payments are not synced from B-Cart to QuickBooks.

• B-Cart pricing always applies — including tiers, delivery fees, or discounts.

• We handle GST inclusivity/exclusivity automatically based on your settings.

• Cancelled orders are not cancelled in QuickBooks — you’ll need to remove them manually.

• Invoice due dates are synced — if a customer has Net 30 terms in B-Cart, they will reflect in QuickBooks.

• Syncing can take up to 5 minutes. If your invoice doesn’t appear by then, contact support.

Once integrated, B-Cart will start syncing your completed orders to QuickBooks, helping you streamline your invoicing and accounting workflow.