QuickBooks Online - Configure for Automated Fulfillment

This article outlines the steps required for configuring your QuickBooks Online integration.

1. Configure API user
2. Gather API credentials
3. Enable API access
4. Initiate order workflow
5. Review order status

Configure API user

To begin, create a dedicated user account in QuickBooks Online for the purpose of API authentication.

Configure API user in QuickBooks Online.

Gather API credentials

The API (Application Programming Interface) provides automated communication between connected systems. In order to enable API access, the required credentials must be gathered from QuickBooks Online.

Gather API credentials from QuickBooks Online.

Enable API access

Enter the API credentials in PackageBee to enable automated fulfillment.

Enable API access in PackageBee.

Initiate order workflow

As part of the Quickbooks Online setup process, a new custom field named Fulfillment is added to Sales Transactions. This field is used to track the status of a Sales Transaction fulfillment.

Initiate order workflow in QuickBooks Online.

Review order status

When you set the integration to Enabled, orders are automatically sent from the eCommerce cart to your warehouse management system.

Review order status for QuickBooks Online.