Integrations / QuickBooks Online

QuickBooks Online
integration for VeloCMS

Chasing down every sale at the end of the month is a job for software, not people. VeloCMS writes a QuickBooks SalesReceipt for each paid order and creates a Customer record for each new member, so your books reflect today's sales today.

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What this integration does

The QuickBooks Online connector in VeloCMS listens for afterMemberSignup and afterOrderCreate events. On signup, it searches QuickBooks for an existing Customer by email and creates one only if no match exists. On each paid order, it creates a QuickBooks SalesReceipt with the order total, the order ID as a description, and the transaction date set to the order creation date. All calls are fail-soft: a QuickBooks API error is logged but never blocks the member signup or order webhook. It is a one-way push from VeloCMS to QuickBooks for accounting and customer records.

SalesReceipts from orders

Every paid order creates a QuickBooks SalesReceipt with the order value, date, and a clear description.

Customer deduplication

VeloCMS checks QuickBooks by email before creating a Customer, preventing duplicate records.

OAuth2, never blocking

Connect QuickBooks once through OAuth2. API failures are logged, not thrown, so sales always complete.

Where to find it in admin

  1. 1
    Admin → Plugins → QuickBooks Online. Connect your QuickBooks company through the OAuth2 flow.
  2. 2
    Save. New members sync as Customers and paid orders sync as SalesReceipts automatically. No further configuration required.

Use cases

A consultant selling guides and templates can reconcile revenue without exporting CSVs from their CMS. A creator with a membership and a merchandise store can keep one customer list in QuickBooks that grows automatically. A bookkeeper managing a client's VeloCMS store gets clean SalesReceipts and Customer records without asking the client for manual reports.

Prefer Xero? See the Xero integration.

Sync every sale to QuickBooks.

14-day free trial. Connect QuickBooks Online and automate your bookkeeping.

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