Integrating QuickBooks with Uphance has some benefits. Firstly, it lets you sync transactions between platforms. Secondly, it enables you to push invoices from Uphance to QuickBooks automatically and also track payments with minimal effort.

In this article, we will show you the steps for integrating both platforms.

Note: QuickBooks integration is only available in these regions:

To integrate Uphance with QuickBooks, first, you need to install the app as demonstrated below:

With the app installed, you can now proceed to connect QuickBooks with Uphance by clicking the Configure button.

Next, open a new tab on your browser and log into your QuickBooks account. Doing this will make the installation process much quicker and easier. After that, return back to the configuration page and click the Connect button to link your QuickBooks account with Uphance.

With QuickBooks successfully integrated with your Uphance account, it's time you began configuring your settings.

A good place to start is to push invoices, credit notes, vendor invoices, etc., and even pull payments from QuickBooks. Although payments and invoices can be pushed automatically, there may be situations where you need to manually do this. For instance, the first time you integrate QuickBooks with Uphance, you might need to manually push invoices and existing payments.

Once you are done with that, you can proceed to configure your settings.

We have two types of configurations: Accounts by Channel and Product Categories. The first is the default settings, which allow you to map your sales channels to the appropriate Deposit, COGS, and Shipping Charges Accounts. Moreover, you can choose to Send line items in invoices/vendor invoices.

To enable the second configuration option (Product Categories), you would have to click the Change mapping to by product categories button and map the fields as demonstrated below:

Bear in mind that both Accounts by Channel and Product Categories configurations require mapping the Deposit, COGS, and Shipping Charges Accounts.

Our QBO integration is robust enough to accommodate all your accounting needs. If you want to map in more detail, we suggest using the Product by Category configuration. The benefit is that when invoices sync to QBO, it shows the product and the category (if line item for invoices is enabled).

This section is where you map purchase clearing and inventory on hand.

You’ll need to correctly map your Tax rates on Uphance to align with the rates you already have on your QuickBooks account.

Just like your sales tax rates, you’ll need to ensure that your purchase tax rates on both Uphance and QuickBooks are aligned correctly.

This section is where you see invoices and payments that were successfully pushed to QuickBooks or were unsuccessful.