Open to every companyAccounting
Your partner invoices, booked in QuickBooks Online
Each invoice interSend sends for you, copied into your own QuickBooks Online company with the same number, date, lines and total. It works on Sellercloud connections and on connections that ship from interSend. Any company can connect it from Settings.
On the call we create your company's account with you and get your first partner live. You then choose a plan in the app, which starts the free trial.
In short
The QuickBooks Online sync is open to every company. It books what interSend tells your partners: every 810 invoice, Wayfair ship notice and Secret Sales shipment becomes an invoice in QuickBooks Online with the same number, date, lines and total. It is a copy for your books; what partners receive does not change.
What goes back and forth
What QuickBooks gets
- 810 invoice to an EDI partner
- An invoice to that partner's QuickBooks customer, with the 810's invoice number, date, lines and total, and the PO in the memo.
- Wayfair ship notice
- An invoice numbered with the PO, dated the ship day, for what shipped.
- Secret Sales shipment
- An invoice numbered with the order number, or a sales receipt if you choose that for the connection.
- Secret Sales refund or cancellation
- A credit memo applied to the invoice (a refund receipt after a sales receipt).
- Shipments told one at a time
- Where a connection tells the partner about each shipment, each shipment gets its own invoice with only that shipment's units.
What keeps it in check
- Send to QuickBooks is off for each connection until someone turns it on.
- Preview shows the documents the next run would create, and creates nothing.
- Each line is matched to a QuickBooks item: the item you chose for that SKU, else the item with that SKU, else the item with that name. interSend never creates an item; a SKU with no match waits until you choose one.
- Each document is checked by its number before it is created, so nothing is booked twice.
- The sync log lists every document with its next step. Mark paid records the payment in QuickBooks, and invoices paid in QuickBooks are marked paid here.
- No shopper's name, address, email address or phone number is sent to QuickBooks. The customer on each document is the partner.
Getting started
- 1
Sign up or sign in
Every company is offered QuickBooks Online under Settings → QuickBooks. Book a setup call if you would like help.
- 2
Connect QuickBooks
An admin connects it from Settings → QuickBooks, signs in on Intuit's page and picks the company. interSend never sees your QuickBooks password.
- 3
Set up each connection
Pick the QuickBooks customer the connection's documents go to, run Preview to see what would be created, then turn on Send to QuickBooks.
Not included today
- QuickBooks Desktop. This is QuickBooks Online only.
- Creating items. Each SKU is matched to an item you already have in QuickBooks.
- Reading payments from a remittance file. Payments are marked with Mark paid or in QuickBooks.
- Orders from a file in a custom source tell no partner, so nothing goes to QuickBooks for them.
- Neither the REST API nor Claude can create anything in QuickBooks. Claude can read where the sync stands.
Questions
How do I get QuickBooks Online?
Every company is offered it. Sign in, and an admin connects it from Settings → QuickBooks, signing in on Intuit's page. Book a setup call if you would like help.
Does it work with Sellercloud?
Yes. It books the invoices and ship notices of Sellercloud connections and of connections that ship from interSend.
I already send these sales to QuickBooks another way. Can I use both?
Turn the other export of the same orders off first, such as Sellercloud's own QuickBooks export. Otherwise the same sales are booked twice.
What happens to a SKU QuickBooks does not have?
The document waits under Needs an item. Choose the QuickBooks item for that SKU once, and every document waiting on it goes on the next run. interSend never creates items.
Does it work with QuickBooks Desktop?
No. QuickBooks Online only.
Ask about QuickBooks Online
Any company can connect it from Settings → QuickBooks. Book a call if you would like help: tell us which partners you sell through and how you book their invoices today.
Book a setup call (opens in a new tab)On the call we create your company's account with you and get your first partner live. You then choose a plan in the app, which starts the free trial.
Page last updated .