Configuring QuickBooks Integration

To integrate QuickBooks with Reseller Marketplace, complete the following steps:

Important: Ensure that the OAuth 2.0 Redirect microservice is installed and the OAuth 2.0 Redirect URL is configured.

1. In your UX1 for Resellers, click Integrations.

   

2. Click Get PSA Integrations. You will be redirected to the CloudBlue Store for Resellers.
   

   

3. Click QuickBooks Integration.

   

4. In the pop-up window that displays, click Install now. Then, in the appeared pop-up message, click Continue to be redirected to the authorization page to connect to your QuickBooks account. After confirming your authorization, you will be redirected back.
   

   
   

5. In the Settings pop-up window that displays, specify:

   • Whether to load prices from QuickBooks or Reseller Marketplace by default.

   • Whether to automatically create and process synchronization tasks. You can select from the two options of change checking periodicity: once per day, or once per 5 min.

   • Events you want to be notified of and tracked: only about errors and actions required from you, or about all tasks. These notifications are displayed in pop-up messages and Action Log.

   • Whether to synchronize new or existing Invoices by default.

     • New Invoice: Each order will create a new invoice in QuickBooks.

     • Existing Invoice: The order will be synchronized to the latest invoice, for that customer.

   Note: You can access these settings later by clicking the gear icon on the dashboard and selecting Settings.