Applicable to: Buyer Hub
Accessible by: Admin users

In order to export your invoice data to Quickbooks Online (QBO), you need to first connect your QBO account to Zeemart.

Setting up integration with Quickbooks Online

1. Log on to the Buyer Hub desktop panel.

2. Click on your username at the top right corner of the page and select Settings.

3. In Linked companies tab, click on the Actions button next to a company and
select Manage integration.

Note: Each company can only integrate to a unique accounting software (i.e. either Xero or Quickbooks).

4. Select Connect next to the Quickbooks Online icon.

5. If you're not already logged in to QBO, you will be asked to log in to your Intuit (Quickbooks Online) account.

6. After logging in, you are asked to confirm that you'll want to connect Zeemart with your QBO account. Select Connect.

7. You will then be redirected back to Zeemart. By default, you will be seeing the Data mapping tab. This is for you to map outlet info on Zeemart with tracking classes you've set up on QBO.

Note: If you did not set up tracking classes on QBO beforehand, this Data mapping tab will be empty.

8. To map the supplier on Zeemart with the ones you have on QBO, select the Supplier mapping tab. The leftmost column shows the suppliers you have on Zeemart, while the other three columns are information from QBO. The options displayed in the Category column are the Chart of accounts in QBO, while the options in the Tax code column are based on the rates found in QBO (Tax > Edit GST > Edit rates).

9. Click Save when done.

Exporting invoices

1. In the Buyer Hub, select Invoices from the side navigation and ensure you are in the Invoices tab.

2. To export invoices one by one, click on the Export button next to the invoice in the list.

3. You can also multi-select invoices using the checkbox button and select Export to accounting system button at the top of the list.

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