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Setup the integration between Quickbooks Online and eGrow Connect

eGrow Connect integrates with QuickBooks Online using it's API.

Getting Started​

  1. Log in to your Quickbooks Online account
  2. We recommed creating the following items
    1. "EGROW SALES" - This is the default item that will be used to transfer invoices and credit memos
    2. "EGROW PURCHASES" - This is the default item that will be used to transfer purchases orders

Configure QuickBooks settings in eGrow Connect​

  1. Login to eGrow Connect with an Admin user account.
  2. Navigate to system setup logo System Setup > Integrations > QuickBooks Online
  3. Click the button to Connect to QuickBooks and enter your account credentials and link eGrow to your QuickBooks company.

Configure additional settings in eGrow Connect​

  1. Once connected, you'll then want to click Configure Field Maps to set up how entities in eGrow are mapped to entities in QuickBooks.
  2. Customer: Choose to automap customer records based on Bill To Company Name in eGrow to either Display Name or Company Name in Quickbooks.
  3. Vendor: Choose to autommap vendor records based Company Name in eGrow to Company Name in Quickbooks.
  4. Terms: For each Payment Term defined in eGrow, select the matching QuickBooks Terms from the drop down list.
  5. Sales Tax: For each Tax Code defined in eGrow, select the matching Tax1 and Tax2 Rates in Quickbooks from the drop down list.
  6. Invoice/Credit Memo: Set preferences here that the QuickBooks Update sync will use create Customer Invoice and Credit Memo records in QuickBooks.
  7. Bill/Vendor Credit Settings: Set preferences here that the QuickBooks Update sync will use create Bill and Vendor Credit Memo records in QuickBooks.
  8. Line Item: Clicking the Download button will fetch records from QuickBooks to populate the drop down lists for the preferences on this page.
    • Default Items: Unless a Product ID in eGrow has been mapped to a specific item in Quickbooks, line items on QuickBooks records will use the item selected for Cusotmer Invoice/Credit Memos and Bill/Vendor Credits.
    • Discount/Royalty/Freight/Other: If you require these amounts to be mapped to separate items in QuickBooks, set them here.
    • Item Descriptions: Set your preference on what data from eGrow will be used to populate the item description on line items in QuickBooks records.
    • Item Sort: Choose your preference how to order line items on QuickBooks records created by update syncs.
  9. Item Size Mapping: Set specific mapping here for individual eGrow Product ID to the desired QuickBooks Item for Invoice/Credit Memo and Bill/Vendor Credit records. If left blank, system will use the defaults.