Note: You need a Grow Account to use this Feature.
QuickBooks Online is a tool commonly used by small to medium sized companies, to manage their businesses. The main reason to link your QuickBooks Online account with MioCommerce is to make your Bookkeeping easier, and to prevent from entering customer billings twice and creating duplicate entries, across MioCommerce and QuickBooks.
Our QuickBooks App allows you to sync the following transactions from MioCommerce to your QuickBooks Online (QBO) account:
When a payment is captured, we send the payment to QBO as a Sales Receipt
When a payment is refunded, we send the charge reversal to QBO as a Refund
The Quickbooks Help Series will cover the below topics:
👉 How are customers mapped?
Please note - Customers only get created and matched in QBO when needed, upon the first charge to the customer.
Scenario 1 - A new customer is created in MioCommerce, that never existed before in QuickBooks.
What Happens? When you charge or refund a customer, a new customer will be created in QuickBooks with name, email address, phone no. and billing address.
Scenario 2 - A customer already exists in QuickBooks, then a transaction is made in MioCommerce.
MioCommerce will create a match by their Email address. Make sure that you use the same email address for the customer in both accounts to sync the information correctly.
Also, please note that QuickBooks doesn't allow you to create two different customers with the same first name & last name. Your customer's name needs to be unique for QuickBooks to create & map the correct data.
👉 Syncing payments captured
When you capture a payment, MioCommerce does the following:
Checks if the Customer associated with the transaction is linked to QuickBooks yet. If it is not, a new QuickBooks customer record is created and linked to the customer in MioCommmerce. (Based on the integration settings you choose)
Since these transactions represent a payment that was collected from the customer, a Sales Receipt is created in QuickBooks and is linked to the transaction in MioCommerce.
You may now view the sales receipt for this transaction in your QBO account by going to Transactions > Sales.
👉 Syncing Refunds
The process for syncing refunds is very similar to how charges/payments are synced. The main difference is that a Refund appears in QuickBooks instead of a sales receipt.
What happens next? Start Integrating Quickbooks with MioCommerce
Frequently asked questions
👉 If I make changes in my QuickBooks account, are the changes automatically synced back to MioCommerce?
No. MioCommerce’s QuickBooks integration only performs a “one-way” sync to QBO. This means that once a customer profile in MioCommerce is linked to a record in QBO, then changes in MioCommerce will overwrite the record in QBO and not the other way round.
👉 Will changes I make in MioCommerce overwrite data in my QuickBooks account?
Yes, this is possible. Because MioCommerce performs “one-way” sync to QBO, if a customer profile in MioCommerce is already linked to a record in QBO, then changes in MioCommerce will overwrite the data in QBO.
👉 How are customers created in QBO after I connect MioCommerce?
Customers only get created upon the first payment or refund to the customer. Then the regular information sync happens when needed.
👉 Can I have customers with the same first & last name?
QBO does not support more than one customer with the first and last name. Customers are matched by email address first, then first/last name.
👉 What if I don't have a billing address for a customer?
In QBO, the billing address is the MioCommerce customer’s billing address. If the billing address is not set, the personal address is used. All Sales Receipts and Refunds will use the QBO’s billing address.
👉 What happens if I haven’t used MioCommerce for a while?
There is a real possibility that QBO will deny any interaction due to inactivity. MioCommerce will detect a connection problem and notify the operator by email. Quick Books Online must be reconnected through the App Market > Quickbooks.
Click here to find out how to Connect to Quickbooks from the App Market.