Do you feel like you're wasting time on managing your incoming orders? Super charge Local Line with Quickbooks today!
In order to start integrating both systems, you must have an account for both Local Line and QuickBooks Online. If tracking inventory, you must have the Plus Quickbooks Online plan.
Getting Quickbooks Ready In 6 Easy Steps:
1. Before integrating the systems, log into your QuickBooks account.
2. Click on the Accounting tab on the left, check to see if you have an Current assets - Inventory account. If not, click New in the top right, select Current assets under Account Type and Inventory under Detail Type, click the green Save and Close button on the bottom right.
3. In QuickBooks, click on the gear symbol in the top right corner and click on Company Settings.
4. Click on Sales on the left hand menu bar.
5. Click on the pencil symbol on the right side in the Sales form content section to edit.
Check the box for Shipping to turn on.
6. Click Save. QuickBooks is now ready to integrate with Local Line.
Integrating Quickbooks And Local Line
- Log into your Local Line account, click the top right icon and click Edit Account.
- Scroll to the bottom of the page and click the Connect to QuickBooks button.
3. This will prompt you to authorize the connection between your QuickBooks account and Local Line account. Press Connect.
4. Scroll back down to the bottom of the setting page and click QuickBooks Setup.
5. A pop up will show up on your screen. Before you can begin syncing, at the top of the window there are 5 tabs labelled: Income Account, Expense Account, Inventory Assets Account, Tax Code, and Exempt Tax Code. They each have a drop down menu. Select the appropriate accounts and tax codes.
Note: U.S. customers must set Tax Code to TAX and Exempt Tax Code to NON. Quickbooks automatically adjusts tax values based on these settings.
6. Underneath the 5 tabs, you will see a customer section that will have three columns: QuickBooks Customers, Local Line Customers and Synced Customers. There is also a product section with three columns labelled: QuickBooks Products, Local Line Products and Synced Products.
7. Link your Local Line customers to QuickBooks customers on QuickBooks by dragging your QuickBooks customer on the left over the corresponding Local Line customer in the center column. This will "link" your Local Line customer with the QuickBooks customer. You know they are linked when they appear in the far right column. Follow the same steps for linking products, which will be below the customer box. All changes will be automatically saved.
BONUS: If a customer/product does not yet exist in QuickBooks, you do not have to link this customer/product, as the customer/product will be copied automatically into QuickBooks as a “new” customer/product in QuickBooks.
8. When you have linked all of the items you want, close the pop-up window (Click the X in the top right corner) and turn on the Quickbooks Integration by switching the toggle to ON underneath “After you paired all the necessary accounts click on the toggle to let us do the work for you.” at the bottom of the Edit Account page on Local Line.
9. This will begin automatically syncing all items and actions that you take from now until the integration is turned off to QuickBooks. This includes orders, products, and customers.
10. Now that your integration with QuickBooks is complete, moving forward these items created in Local Line will automatically sync to Quickbooks:
a. New and edited orders
b. Customer and logged orders marked as paid/unpaid
c. Cancelled orders
d. New and edited customers
e. New and edited products
Note: When changing things in QuickBooks, it can take up to 7 minutes for Local Line to reflect that change.
If you track your inventory, QuickBooks Plus is required.
- To sign up for Local Line, click here.
- To sign up for QuickBooks Canada, click here.
- To sign up for QuickBooks US, click here.