This guide will walk you through the steps to connect, configure default settings, and set up expense accounts for each item.
Table of Contents
Connecting to Quickbooks
To connect your Quickbooks account with Ordermentum:
Log in to Ordermentum via https://app.ordermentum.com/.
Navigate to the Add-Ons section in your dashboard, by selecting your profile in the top right, and then the cogwheel.
Find the Quickbooks integration and click on the Connect button.
Setting Up Default Settings
Set Expense Items ID
The Expense Items ID is the code applied to invoice line items when creating QuickBooks Item Bills.
Select the appropriate expense code from the dropdown (e.g., "Sales").
Customise Tax Codes (Optional)
You can check the box to use default tax codes for GST and GST-Free (recommended).
If needed, enter custom GST tax code for taxable items and GST-Free tax code for non-taxable items.
Save Changes
Click Save changes to confirm or Cancel to discard changes.
Frequently Asked Questions
Can I set up the Quickbooks integration on my mobile device?
Currently, the integration is only available on the web via https://app.ordermentum.com/. It is not available on iOS or Android devices at this time.