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QuickBooks Online

Connect erplain with your accounting software

  • How does the integration work?

    This article explains how the integration works between erplain and QuickBooks Online. You can find more details and instructions for each section on this page.  Please note that you will need QuickPl...

  • Creating your erplain account

    If you don't have an erplain account, you can create your account directly from the Login page.  Simply follow the steps below. You can also create your account from the QuickBooks Apps store. Go to w...

  • Connecting to QuickBooks Online

    If you already have an erplain account and want to connect to your QuickBooks account, simply go the erplain Menu: 'Apps': Click on the 'Connect to QuickBooks' button: Click on 'Authorize': Your erpla...

  • QuickBooks settings

    After you have connected erplain with QuickBooks Online, you need to update your connection settings. Go to Menu 'Apps' and click on the 'Configure QuickBooks Online' button: Products mapping If you h...

  • Products sync

    After connecting QuickBooks with erplain, you will be able to import the products created in QuickBooks to your erplain account. Import from QuickBooks To start importing, go the menu Apps and click o...

  • Customers sync

    You can import your customers from QuickBooks to erplain by going into the settings: Go to Menu 'Apps' and click on the 'Configure QuickBooks Online' button: Click the 'Import customers' button: Once ...

  • Suppliers sync

    You can import your suppliers from QuickBooks to erplain by going into the settings: Go to Menu 'Apps' and click on the 'Configure QuickBooks Online' button: Click the 'Import suppliers' button: Once ...

  • Invoices sync

    Once you connect erplain with QuickBooks, all invoices created from erplain will be sent to QuickBooks. You can then manage reports and payments directly from QuickBooks. Note that once the invoice is...

  • Purchase Orders sync

    Once you connect erplain with QuickBooks, all Purchase Orders created from erplain will be sent to QuickBooks. A new bill of expense will be created on QuickBooks as soon as a new delivery (you have r...

  • Inventory sync

    Within erplain, your On-Hand inventory is updated every time you create any of the following transactions: - Shipping Orders (from Sales Orders) - Invoices - Product returns - Stock entries - Stock re...