š Integrating Your QuickBooks Account with Selro
Note: Only QuickBooks Online is supported for integration with Selro.
Step 1: Enable QuickBooks Integration
In Selro, go to:
āAccounting ā Accounting ā Click āEnableā next to QuickBooks.Then, click QuickBooks Settings.
Example:
Step 2: Connect to QuickBooks
Click āConnect to QuickBooksā.
This will redirect you to the QuickBooks login page.Follow the on-screen instructions to authorize the connection.
Step 3: Configure QuickBooks Settings
Once connected, configure the following:
Currency
Cost of Goods Account
Assets Account
Income Account
Choose whether to:
Send the component SKU for bundle orders instead of the bundle SKU.
Step 4: Enable Order Channels
Select the sales channels from which you want to send orders to QuickBooks.
For each channel, you can configure:
Payment Method
Tax Code
ā ļø You can assign only one payment method and tax code per channel.
Example:
Step 5: Enable Inventory Sync (Optional)
If you want to sync your inventory to QuickBooks when creating sales receipts:
Toggle the inventory sync option as shown in the image below.
Youāll then be able to view all synced products in Selro.
Example:
Step 6: View Sales Receipts
Navigate to QB Sales Receipts in Selro.
Here, you can:
View all orders sent to QuickBooks.
Check the status of each order.
Manually push unsent orders by clicking āSend to QBā.
To search for a specific order, enter the Order ID in the search field.
Example:
š¹ Watch the Tutorial
For a step-by-step video tutorial, please watch the video linked below:
ā
š§¾ What Selro Sends to QuickBooks
When an order is sent to QuickBooks, Selro automatically creates a Sales Invoice, which is ready to be printed from your QB account.
Order Transaction Details Sent:
Order Total
Item Price
Quantity
Description
Item Title
Customer Details Sent:
Name
Address
Email
Phone Number
Selro also creates a payment record within QuickBooks and marks the invoice as Paid.
You can select the default payment method from the dropdown in the Accounting Integration settings.