How do I connect QuickBooks Online to sync orders and customers?
Authorize QuickBooks Online once, and every order creates a Sales Receipt while every customer stays in sync — no manual bookkeeping entry.
The QuickBooks Online connector keeps your books current automatically: every completed order becomes a Sales Receipt, and customers are created or updated to match.
Step 1 — Install the plugin
Go to Admin → Plugins → Marketplace, find QuickBooks Online, and click Install. This adds a settings panel at Admin → Plugins → QuickBooks.
Step 2 — Authorize your QuickBooks company
Open the panel and click Connect. This is an OAuth flow through Intuit — you sign in to QuickBooks Online, pick the company file to connect, and approve access. There's no API key to paste in. Once approved, the panel shows Connected.
What happens after every order
- A completed order creates a Sales Receipt in QuickBooks Online, carrying the order total and line items.
- A new member signup creates or updates the matching Customer record.
This connector reports sales into QuickBooks — it doesn't calculate or collect tax at checkout. Checkout tax is still handled by Stripe Tax (if you have it enabled). Think of QuickBooks as the bookkeeping mirror of orders that already happened, not a tax engine.
Sandbox vs. production
The connector talks to QuickBooks' sandbox environment during development and testing, and the live QuickBooks Online API in production — which one you land on depends on how your Intuit developer app is configured, not on anything you choose per-order.
Disconnecting
Click Disconnect to revoke VeloCMS's access to your QuickBooks company. Past Sales Receipts stay in QuickBooks; no new ones are created after disconnecting.