Plugbooks allows you to connect your sales channel with popular bookkeeping software like Xero or QuickBooks to manage your accounting more efficiently. If you skipped the option to connect bookkeeping during registration or when adding a new store, don’t worry—you can easily connect it later by following a few steps. This guide will walk you through the process of connecting your store with Xero or QuickBooks.
Step 1: Log In to Plugbooks and Select Your Store
Start by logging into your Plugbooks account. Once logged in, select the store you wish to connect with Xero or QuickBooks.
Step 2: Access the Bookkeeping Connection Option
After selecting the store, navigate to the menu where you’ll find an option labeled “Connect Bookkeeping”. Click on it, and you’ll be taken to the bookkeeping selection page.
Step 3: Choose Your Accounting Software
On the bookkeeping selection page, you can choose between Xero or QuickBooks.
Connecting with Xero
- Select Xero: If you choose Xero, you will need to perform the following configurations:
- Account Mapping: Map your Plugbooks accounts to your Xero accounts to ensure proper categorization of sales, expenses, and payments.
- Invoices Configuration: Set up how you want invoices from your sales channel to be sent and recorded in Xero.
- Once the account mapping and invoices configuration are complete, you’ll be redirected to the dashboard, and your Xero account will be fully connected.
Connecting with QuickBooks
- Select QuickBooks: If you choose QuickBooks, you will have three steps to complete:
- Account Mapping: Similar to Xero, you will need to map your Plugbooks accounts to your QuickBooks accounts.
- Invoices Configuration: Set up your invoice preferences for sales data synchronization.
- Bank Account Mapping: Unlike Xero, QuickBooks requires you to map your bank accounts as well. This step ensures that your sales and payment transactions are correctly tracked.
- After completing these three steps, you’ll be redirected to the dashboard, and your QuickBooks account will be successfully connected.
For more detailed steps on how to connect your sales channel or manage your bookkeeping setup, check out our guide on creating an account with Plugbooks.
By following these simple steps, you can integrate your sales channel with your preferred bookkeeping software, ensuring that all your sales data is synced and ready for accounting purposes.