Configuring the Quickbooks Online Integration

Last updated: December 29, 2024

Matching Supplier Names

When you connect your Quickbooks Online account to Cofactr, all Suppliers that are configured in Cofactr will be synced to your Quickbooks Online account.

Cofactr will match exiting Vendors in Quickbooks to Suppliers based on their Display Name in QBO.

To avoid duplicate Vendors, ensure that the Display Name for each Vendor in QBO matches the name of the associated Supplier in Cofactr. You can edit the Display Name in QBO or the Supplier Name in Cofactr.

Any Vendors in QBO that do not exist in Cofactr will be ignored.

Select GL Accounts

When you configure the Quickbooks Online integration in Cofactr, you will need to specify the names of the GL Accounts you would like to use for AP Liabilities, Part Purchases, Shipping Fees, Duties, and Cofactr Fees.

GL Account Limit

By default, the Cofactr QBO integration supports QBO accounts with up to 1000 GL Accounts. If you have more than 1000 GL Accounts in your QBO instance, contact Cofactr support before enabling this integration.

Custom Properties Setup

Before You Enable the Integration

Before you enable the Quickbooks Online integration in Cofactr, you will need Custom Properties configured within your Cofactr account for GL Code and Quickbooks ID unless you are only using the integration to sync Cofactr Invoices to QBO. Do not enable the integration until these custom properties are showing up here: https://platform.cofactr.com/properties/custom-properties.

Enable the Integration(s)

  1. Navigate to the Integrations App in Cofactr

  2. Select the Quickbooks Online integration

  3. Click Configure

  4. Click Connect to Quickbooks and complete the login and approval process

  5. Enter the required configuration info

  6. Click Finish