Setting up Quick Books

Quickbooks is software integrated with your cart to make it easier to keep track of Orders, Customers, and Sales. It also allows you to track multiple stores at one time.

Applies to Version(s): 3.7.14 - 3.8.2r2 (or Current)

How to Enable Quickbooks.

Note: You can only use Quickbooks Online or Desktop and not the Enterprise Version. If you have Enterprise you will need to activate Webgility and set that up. Also only the US Version is viable in the PinnacleCart. For more information regarding this you can refer to Intuit.

Quickbooks Online and Desktop can be used, Enterprise version isn't compatible with PinnacleCart.

Log into your cart Admin and then go down to "Apps" on the left hand side. 

 

Once you're here you will then see a button on the upper right that says "App Center". You will want to click this to get to all Apps

 Next find the Quick Books App and click on that. 

Now you will click on the upper Right Hand corner to Connect to Quick Books

 

 After clicking that button it will now bring up a login screen for Intuit Quick Books

Now that your account has been connected to QBs you go back to Apps on the left hand side and it will show all the Apps you currently have active. You can click on this and it will show you all your Sync information

Also when setting this up you "must" have a Income account and Expense account setup on the QBs side so the cart knows where to push the information for you to view. These can be selected if setup properly from the Advanced Settings option in the upper Right hand corner

 

Now that you have fully synced your QBs the cart Cron will update this once every 12 hours or every the admin logs in. If you're seeing issues down the line with your sync, make sure to check your Credentials and also try disconnecting and reconnecting, then logging out of the cart and back in. Most of the time this will fix any issues you're having. 

Links to Related Articles.

None at this time.

If you didn't get your question answered, please contact the Pinnacle Cart Support Team. To submit a ticket, go to the My Account drop-down menu at the top right of the admin area and select Support

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