QuickBooks
Supply'd can integrate directly to QuickBooks to automate a number of previously manual processes.
Integrating QuickBooks with allows you to seamlessly connect your accounting and inventory processes. This integration automatically syncs invoices, purchase orders, and financial data between both systems, reducing manual entry and ensuring your records are always accurate and up to date. It’s a simple way to save time and maintain consistent, reliable financial tracking within your business.
Functionality includes:
Automatic syncing of order invoices to QuickBooks
Automatic syncing of inventory from QuickBooks (optional)
Automatic syncing of credit card payments to QuickBooks
Automatic syncing of payments reconciled in QuickBooks
Automatic syncing of payout fees to QuickBooks.
Integrating with QuickBooks is quick and easy!
This document will guide you through:
Connecting to QuickBooks
General Settings
Overall settings for integration with QuickBooks.
Default Product Income Account
The default income account for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
Default Product Expense Account
The default "Cost of Goods Sold" (COGS) account for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
Default Product Inventory Account
The default "Cost of Goods Account" for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
Sync Supply'd Orders?
Toggle on to sync invoices from Supply'd to Quickbooks.
Supply'd Invoice Number Prefix
An optional prefix for Supply'd invoice numbers sent to QuickBooks.
Sync Supply'd Orders
When to sync Supply'd orders to Quickbooks. Select from the drop-down.
After Order Shipped: Will sync the orders to Quickbooks only after they have shipped.
After Order Placed: Will sync the orders to Quickbooks only after they have been placed in the system.
Supply'd Credit Card Fees Account
What account to sync credit card fees received from Supply'd to in Quickbooks. This should be a "Revenue" account. Select from the drop-down.
Supply'd Payment Account
What account to sync payments made against these orders to in Supply'd. This is recommended to be a Supply'd clearing account for payments from invoices. This should be a "Current Liability" account with "Enable payments to this account" checked. Select from the drop-down.
Supply'd GST Tax Code
The GST tax code in Quickbooks that applies to Supply'd orders. In most cases if you are set-up for GST it would simply be GST. Select from the drop-down.
Supply'd GST Free Tax Code
The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
Sync Other Platforms
For other platforms, such as, WooCommerce, Square etc. that you would like to sync, toggle on and complete the fields as explained above.
There will be an additional field for some, eg.:
Sync Historical Shopify Store Orders
Whether or not to sync historical Shopify - Shopify Store orders already created. If yes, all orders from Shopify - Shopify Store will be synced, if no only new orders will be synced. Select Yes or No from the drop-down.
This only applies to new orders since the last sync if a sync was previously active.
Sync Purchase Orders
Toggle on to sync purchase orders from Supply'd to Quickbooks.
Supply'd Purchase Order Prefix
An optional prefix for Supply'd invoice numbers sent to QuickBooks.
Supplier Name Suffix
An optional suffix for the supplier name when sent to Quickbooks. Quickbooks doesn't allow a customer and supplier to have the same name. If you purchase and sell from suppliers/customers with the same name it is recommended to set the suffix here to prevent syncing errors.
Shipping Expense Account
What shipping account to sync shipping fees to in Quickbooks. This should be an "Expense" account. Select from the drop-down.
Credit Card Fees Expense Account
What account to sync credit card fees paid from Supply'd to in Quickbooks. This should be an "Expense" account. Select from the drop-down.
Purchase GST Tax Code
The GST tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
Purchase GST Free Tax Code
The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
Reconciling Supply'd Sales Invoices in QuickBooks
Reconciling Supply’d sales invoices in QuickBooks depends on how the payment was received. Here's how to handle each scenario:
Invoice Payments & Cash on Delivery (COD): These payments are received directly by you (eg. via bank transfer or cash). In QuickBooks, you’ll manually apply the payment to the corresponding invoice to mark it as paid.
Credit Card (CC) & Online Payments via Supply’d:
How payments and fees are handled in QuickBooks:
These payments are processed through Supply’d and automatically recorded into a clearing account in QuickBooks.
Supply’d sends a weekly payout to your bank account, which you reconcile against the clearing account. This payout already has Supply’d fees deducted.
To fully reconcile the clearing account, you’ll need to manually create a bill in QuickBooks for the Supply’d fees and match both the payout and the fee against the clearing account balance to bring it to zero.
This process ensures all your Supply’d sales invoices are properly recorded and reconciled in QuickBooks, keeping your accounts accurate.
For information on a specific integration, please refer to the relevant documentation in the Integrations section.
Editing the QuickBooks Integration
If you like to edit the QuickBooks integration:
Click on your company name in the top right corner and select Settings from the menu.
Scroll down and select Integrations.
Select QuickBooks from the Integrations list. The QuickBooks Settings page will open.
Update any details required following the guidelines above for Connecting to QuickBooks.
Click 
to update the settings.
Disconnecting from QuickBooks
If you like to disconnect from QuickBooks:
Click on your company name in the top right corner and select Settings from the menu.
Scroll down and select Integrations.
Select QuickBooks from the Integrations list.
Click on the 3 dots in the top right corner and select Remove Integration.
You will be asked to confirm.
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