Integrate QuickBooks Online

Connect QuickBooks Online to Squarespace

Get your QuickBooks Online account connected with Squarespace and save valuable time by automating your workflow.

What does it do?

Connect your QuickBooks Online company profile to your Squarespace Store and save hours of manual data entry. 

When an Order is created in Squarespace, create an Invoice in QuickBooks Online.

Have invoices created in your QuickBooks Online company for all orders made in your Squarespace store. Set your invoices to include tax codes, payment status, assign a payment account and create invoices only for orders with an order status you’ve selected.

 

Create QuickBooks Online Invoices

  • Have the orders created as ‘Pending, ‘Fulfilled’, ‘Cancelled’ or ‘Partial Refunds’ as payment status
  • Choose to create Sales as a Sale Invoice or as a Sales Receipt
  • Order Number Prefix Organize Orders with a number prefix
  • Use Shipping Items Choose a default product the will show shopping costs
  • Use Discount Item Choose a default discount item to represent order discounts
  • Choose a Class to send the Order to
  • Select the location to send the Orders
  • Choose to assign the Sale to the Original Customer, the Customers Organization or to the General Online Sale Customer
  • Automatic Invoice Numbers Choose to have Invoice numbers automatically generated
  • Organize all unassigned discount line items to the default Discount Product chosen here.
  • Set a DueDate Offset for the Invoices, if a Due Date is not selected, it will automatically be created depending on the transaction date
  • Choose to allow credit card payments

 

 

Map Tax Codes

  • Map Sales Tax Codes to be sent from Squarespace to QuickBooks Online, match the order by orders with No Tax or with variable Tax

 

 

Create Note is created in QuickBooks Online

  • Select a default Refunds account
  • Assign a Refund number prefix
  • Assign a default product to be used for all partial amount refunds

 

 

Match Existing QuickBooks Online Items

  • Match your existing Items by Name or SKU

 

 

Create new Items 

  • Assign a default Income account for the new Items created
  • Assign a default Expense account for new Items created
  • Organize new Items as ‘Inventoried’ or ‘Non-Inventoried Items’

 

 

Send Payments from Squarespace to QuickBooks Online

  • Select a default account to deposit all Payments
  • Choose to handle overpayments or not
  • Map the Payment Methods from Squarespace to QuickBooks Online by selecting a default Payment Account

 

 

Send Fees from Squarespace to QuickBooks Online

  • Select an account in QuickBooks Online to organize Deposit Fee Payments
  • Select an account in QuickBooks Online to organize Deposit Fees into
  • Map the Fees from Squarespace to QuickBooks Online by selecting a default Fees Account.
  • Select an account in QuickBooks Online to organize Squarespace Payment Processing Fees

 

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When a Product is created in Squarespace, create a new Item in QuickBooks Online

Get new items created in your QuickBooks Online company for all products created in your Squarespace Store.

 

Automatically send new Products created in Squarespace to QuickBooks Online as new Items

  • Match QuickBooks Online Items by Name or SKU
  • Choose to create Items as Non-Inventoried Items or Inventoried Items
  • Assign a default Income account for the new Items created
  • Assign a default Expense account for new Items created

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When Stock Levels are updated in QuickBooks Online, update stock levels in QuickBooks Online. 

Automatically update your stock levels in QuickBooks Online for all orders made in Squarespace

 

Synchronize Stocks Levels update between QuickBooks Online and Squarespace

  • Match existing QuickBooks Online Items by Name or SKU

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Need Help? 

See our Knowledgebase articles to help you get started.

Reach out to our customer champions be sending a quick email to support@onesaas.com for any assisstance or chat to our support team by clicking on the chat bubble on the bottom right of our website

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