Posting to QuickBooks Online

Modified on Fri, 1 Oct, 2021 at 12:31 PM

Overview

Once you have set up and confirmed the integration to QuickBooks Online, you can begin posting GL Batches directly from Cloud Retailer to QuickBooks Online.


NOTE: This guide assumes you have a functional Accounting Integration with the integration to QuickBooks Online configure.  See:

- Initial Configuration of the Accounting Integration
- Configuring QuickBooks Online Integration


Procedure

To post GL Batches to QuickBooks online:

  1. Log into your Cloud Retailer Back Office

  2. From the left-hand menu select Reports -> GL Export Report For QuickBooks Online

  3. Click the button with the image of a dollar bill to post the filtered batches to QuickBooks Online

  4. Once posted, you can filter by State = Posted and you can view the posting to QBO by clicking the state link and logging into the QBO account.

  5. Posting a PO to QB Online


References

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