Overview of QuickBooks
QuickBooks is a widely used accounting software platform designed to help businesses manage invoicing, expenses, reporting, and financial records. Integrating QuickBooks with Helm allows you to automatically push order and invoice data into QuickBooks, streamlining your accounting and reducing manual input.
Integration Features
Order Sync
Helm pushes completed order data directly into QuickBooks, helping you keep your sales and financial records aligned.
Invoice Creation
Automatically generate and sync invoices from Helm into QuickBooks, ensuring accurate and timely bookkeeping.
Benefits of Integrating QuickBooks with Helm
Streamlined Accounting: Eliminate manual data entry by syncing sales and invoice data directly into QuickBooks.
Accurate Financial Records: Ensure your QuickBooks data is always up to date and reflects current sales activity.
Time Savings: Free up your team by automating repetitive admin tasks.
Error Reduction: Prevent data mismatches with consistent, automatic syncing.
How to Get Started with QuickBooks Integration
Access Your Helm Account: Log in to your Helm dashboard.
Navigate to Stores: Select the "Stores" tab from the side menu.
Add or Edit a Store: Use "+ ADD" to create a new store or "View Store" to modify an existing one.
Add the QuickBooks Sales Channel: In the store settings, click "+ ADD" under sales channels and choose "QuickBooks".
Authorise Connection: Follow the prompts to connect and grant permissions to your QuickBooks account.
Configure Settings: Adjust sync and fulfilment preferences to match your workflow.
📘 Setup documentation for QuickBooks will be provided soon.
Common Use Cases
Automatically pushing Helm order data into QuickBooks.
Creating invoices in QuickBooks without manual entry.
Keeping financial records accurate and up to date.