Read this yet?
If you signed up for QuickBooks Online and purchased QuickBooks Commerce, read this setup guide.
QuickBooks Commerce is currently available to selected customers by-invite only. Register your interest here, if you would like to try it out.
Getting Started with QuickBooks Online (QBO)
Now that you have made an amazing decision to sign up with QBO, let's get you started!
If you already have an account with Intuit for one of our other products, such as QuickBooks Commerce, you can sign in using those credentials. Otherwise, complete the signup form to create an account.
Upon sign in, answer a few questions about your business. This helps us set up your company file and tailor the program to better fit your needs.
The QuickBooks dashboard displays next, which serves as the homepage for all of your QuickBooks activities. If you're looking for a quick snapshot of your business's health, this is where to find it.
The dashboard displays basic information on the current status of your income and expenses. These values change in real-time, displaying an updated overview of your company's finances:
For more information on the home Dashboard, review this article.
Step 3 (optional)
Time to start adding information about your business!
Select Settings ⚙️, then 'Account and Settings'.
Complete the information in each section on the left menu bar. QuickBooks asks you some questions as you proceed about what you need to do and how you plan to use the various functions. Your information is saved and automatically configures your settings. You can always adjust these settings later.
When you link your bank and credit card accounts to QuickBooks Online, recent transactions are automatically downloaded and categorized for your review. You'll have up-to-date insight into your sales and expenses with virtually no data entry required.
If you need to add older information, you can upload historical transactions manually. This is required if you want to include information that existed prior to linking your bank and credit card accounts with QuickBooks Online.
To link a bank or credit card account:
- Select Banking.
- Select Connect account.
- Select your bank and sign in to your account.
Here's a quick video taking you for a tour around your newly set up QBO account which you can binge-watch later! Meanwhile, keep reading to kickstart your experience with QuickBooks Commerce below.
Getting started with Commerce
Congratulations on getting this far! Let's set up your account via QBO in a few simple clicks!
Step 1: Locating the Commerce tab in QBO
On the left menu bar of your QBO account, navigate to the Commerce tab. Moving forward, simply use this to log in to your QBO account, and seamlessly access your QuickBooks Commerce account.
Step 2: Stepping into QuickBooks Commerce
Click on the ‘Go to QuickBooks Commerce’ button as shown above, which will then redirect you to our app. Please wait while your Commerce account is being created as it may take up to 30 seconds.
During your first login, the above screen will be displayed where we will automatically start to:
- Create your new Commerce account,
- Set up your subscription, and
- Configure it to connect with your QuickBooks Online Accounting system.
Step 3: Start Checking Off your List
Once your Commerce account is created, you will be dropped into your personalized Commerce set up screen checklist.
This checklist will guide you through a few key tasks that you need to complete in order to get set up.
Step 4: Completing your Commerce set up
The checklist is constructed to help you successfully set up your business in Commerce swiftly. You will notice that the first to-do on the checklist is off your list because we already did that for you when we created your Commerce account. It will show that you are now successfully connected to QuickBooks Online.
If you wish to change the default settings for your QuickBooks Online connection, click on the ‘View setup’ button.
ANext in the checklist, you will need to set up sales tax in QuickBooks Online to allow Commerce to successfully sync your transactions.
Click on the ‘Set up Sales Tax’ button.
Then, you will be redirected to the Taxes tab in QBO. Please click the 'Set up sales tax' button and complete the setup process.
Once you have completed your tax set up, the page will automatically redirect you back to your Commerce setup checklist.
BNow, it’s time to Add products. There are three ways to add products into QuickBooks Commerce.
- Connect to an eCommerce store (recommended if you have a sales channel)
- Manually add products (recommended if you only have a few products)
- Import your products via CSV
COnce your products are successfully imported into QuickBooks Commerce, let’s move on to review your price lists.
Click the ‘View price lists’ button.
By default, we create three price lists for every account:
You can add more custom price lists to suit your business needs, by clicking on the ‘Create New Price List’ button on the top-right corner of the page.
DLastly, it’s time to review all your business locations.
Click on the ‘View locations’ button.
By default, there will be a Primary Location created for every account. You can choose to modify the default and/or add more locations (i.e., secondary location). To do so, click on the ‘New Location’ button located on the top-right corner of the page.
Voila, the essentials of your account are now set up and ready for you to start a Commerce engine! Click on 'View Dashboard' to complete your basic setup and explore your dashboard.
We will also ensure that your QuickBooks online accounting system is kept in sync with your Commerce account.
Click on your QBO app dashboard in QuickBooks Commerce by going to My Apps > QuickBooks, to see how the integration works. We sync different entities at different frequencies as shown below in our Dashboard.
Congratulations - you’re done! 🎉
Feeling adventurous? Explore how to set up your B2B Commerce Platform in QuickBooks Commerce.