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QuickBooks Integration

Connect GreenPOS to QuickBooks Online for accounting sync.

Navigate to Configuration > QuickBooks in the sidebar. This page is accessible to the Admin role.

Connecting QuickBooks​

  1. Go to Configuration > QuickBooks.
  2. Click Connect to QuickBooks.
  3. Sign in to your QuickBooks Online account.
  4. Authorize GreenPOS to access your QuickBooks data.
  5. Select your QuickBooks company.
  6. Click Connect.

Your connection status displays on the QuickBooks settings page.

Account Mapping​

After connecting, map GreenPOS data to your QuickBooks accounts:

GreenPOS DataQuickBooks Account Type
Product SalesIncome account
DiscountsIncome (contra) account
Sales TaxLiability account
Cash PaymentsAsset account
Card PaymentsAsset account

Set up mappings so that sales data lands in the correct accounts in your chart of accounts.

Sync​

Once connected and mapped, GreenPOS can sync daily sales data to QuickBooks as Sales Receipts. The sync includes:

  • Product sales by category
  • Tax amounts by type
  • Payment method totals
  • Discounts applied

Disconnecting​

To remove the integration:

  1. Go to Configuration > QuickBooks.
  2. Click Disconnect QuickBooks.
  3. Confirm.

Historical data already synced remains in QuickBooks.

Troubleshooting​

"Connection Expired":

  • QuickBooks tokens expire periodically. Click Reconnect to refresh authorization.

Sync errors:

  • Verify all account mappings are set to valid QuickBooks accounts.
  • Check that no mapped accounts have been deleted in QuickBooks.

Data discrepancies:

  • Compare GreenPOS daily sales reports with QuickBooks entries.
  • Check for voided transactions that may have been synced before the void.

Next Steps​