You can access the integration store via the Integration | Integration Store menu.

1. From the Integration Store page, you can setup and configure your integration.
2. By hovering your mouse over the QuickBooks icon, a Configure button pops up.
3. Click Configure to start the integration configuration. The QuickBooks Overview page will then appear.
4. From this page, you can learn all about the QuickBooks integration, and the inline-help will guide you through the integration process.

QuickBooks overview tab

The QuickBooks overview tab describes:

• what the QuickBooks application is, and
• what happens when QuickBooks is integrated with Unleashed.

The aim is to ensure users have all the available information to ensure a seamless integration.

Install the application

If you have not installed the application, click on the Install App button available on this page. It will guide you through installing a QuickBooks account.

Actions you can perform

From this page,

• users can turn the integration sync on or off by using the switch on the top right, and
• select the More Apps button to go back to the configuration page at the top of the page.

QuickBooks Configuration tab

Activating the configuration settings

1. Click the configuration settings to the right of the screen to activate the setting.
2. When you are happy with your configuration settings, press Save configuration.

Link your QuickBooks accounts to Unleashed

Cost of Goods Account: The Cost of Goods Sold Account selection should be your cost of goods sold account in your QuickBooks Sales and Expense. All shipment journals sent to QuickBooks will be coded to Cost of Goods account and the Stock on Hand account.

Stock On Hand Account: The Stock On Hand Account selection should be your stock on hand account in your QuickBooks Current Assets. All purchases and journals sent from Unleashed will be coded to this account.

Sync your QuickBooks taxes to Unleashed

This section allows you to setup your QuickBooks taxes; taxes in QuickBooks need to be mapped to taxes in Unleashed. The easiest way to do this is automatically or you can do it manually by using the tax drop-down menus.

AUTO SYNC TAX CODES: You have the option to automatically sync tax codes. 

Let me manually do this: When this link is selected, it takes you to the Taxes setup page in Unleashed, where you can have more control on your tax settings.

What exports to QuickBooks?

Export Sales: When selected, all your sales (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks.

Include Header Comments - this will include any Comment added to the Sales Order

Include Line Comments - this will include any line comments added to the Order Line of the Sales Order.

The Map Customer Reference to Quickbooks Custom Field (Optional) allows you to sync the 'Customer Reference' in Quickbooks with the fields in the dropdown. If you choose to use this, you first need to create the relevant custom field in your Quickbooks account and then trigger the 'Import Sales Custom Fields' from the Manage your Data tab for the required fields to populate.

Export purchase: When selected, all your purchases (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks . 

Include Header Comments - this will include any Comment added to the Purchase Order

Include Line Comments - this will include any line comments added to the Order Line of the Purchase Order.

Export supplier return: When selected, all your supplier returns from the beginning of time are exported to QuickBooks. 
Export credit: When selected, all your credits (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks. 
Export customers: When selected, all your sales customers from the beginning of time are exported to QuickBooks. The Display Name attribute in QuickBooks must be unique for all customers. 

Customers Parent accounts and sub-accounts: You may have set up Parent and Sub accounts for your customers in your Quickbooks; Unleashed will treat these as separate individual accounts they sync to. If you have the "Bill parent customer" option ticked, the journals will be sent over to the Parent Customer account.

Export suppliers: When selected, all suppliers (Suppliers, Supplier Returns) data is exported into QuickBooks in real time. The Display Name attribute in QuickBooks must be unique for all suppliers. 
Export credit journal: When selected, credit journal data (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks in real time.
Export adjustment journal: When selected, adjustment journal data (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks. 
Export shipment journal:  When selected, shipment journal data (only the completed ones after the connection to QuickBooks was made) are exported to QuickBooks in real time.

Manage your Data tab