When managing your QuickBooks Online Connections, you will notice one of 3 status codes:
- Not Connected
- Verified
- Connected
1. Not Connected
This status code indicates that you had previously linked QBO to weintegrate, however you have since clicked to disconnect the account. To re-connect, simply click the Intuit branded connection button, submit your QuickBooks Online credentials, and follow any further instructions. That’s it! Once re-connected, weintegrate will show the next status code ‘Verified’.
2. Verified
This status code indicates that you have successfully linked QuickBooks Online to the weintegrate app, however there is one or more default settings that need to be completed before you can start having your Shopify documents importing into QBO. (note that you must also complete the required settings for each Shopify channel)
The required settings to complete the process of connecting your QuickBooks Online account are colored with a beige background and can be found in:
- Sales Defaults (click here to learn more)
- Refund Defaults (click here to learn more)
3. Connected
Upon completing both the ‘Sales Defaults’ and ‘Refund Defaults’, your QuickBooks Online connection will display the status ‘Connected’.
For Shopify orders to begin importing into weintegrate and auto-integrating with QuickBooks Online, your QBO connection and Shopify connection must both display a status code of ‘Connected’. Note that if you have multiple Shopify connections, as long as the QuickBooks Online connection shows ‘Connected’, the Shopify store(s) with status of ‘Connected’ will import documents into QBO. Any Shopify connections showing either ‘Not Connected’ or ‘Verified’ will not yet load any documents until they are also set to the ‘Connected’ status.
Click here to learn about how to Update QuickBooks Default Values.