Skip to main content
Connect your QuickBooks Online company and BeRocker writes your orders into your books for you: every booked order becomes an invoice, every payment you take or record is applied to it, and refunds follow. Nothing to type twice.
QuickBooks is for accounting in BeRocker. It is not a card processor: customers are charged through Stripe, Square, Authorize.Net or RevitPay, or you record a Zelle, Venmo, PayPal, Cash App or other payment. Those payments are what BeRocker then sends to QuickBooks.

​
Connecting

QuickBooks is turned on account by account. If you do not see the QuickBooks card under Accounting on the Integrations page, contact BeRocker support and we will turn it on for you.
1

Open Integrations

Go to Settings → Integrations and find the QuickBooks card under Accounting.
2

Connect

Click Connect. QuickBooks opens: sign in, choose your company and allow access. You come back to the Integrations page and the QuickBooks window opens.
3

Check the choices and Save

The window is filled in with sensible defaults. Change anything you want, then click Save and start sending. Nothing is sent to QuickBooks before you do.
The card’s Status reads Connected, finish setup until you save, then Sending orders. If you pause later, it reads Paused.

​
What gets sent

How much the invoice is for depends on the order’s payment plan:
  • Full payment: the whole price. You collect everything and pay the carrier yourself.
  • Reservation only: what you collect, which is the reservation fee plus any ocean freight. Your customer pays the carrier the rest on delivery, so it is not your income.
If your customer paid a card processing fee, it is added to the invoice as its own Card processing fee line, so payments always match the invoice. An Additional charge taken later (for example, items left in the vehicle) is added as its own line too. When an order changes in BeRocker (a new price, a refund, a different carrier), its records in QuickBooks are updated within a minute. They are never duplicated.

​
The QuickBooks window

Click Configure on the QuickBooks card (it says Finish setup until you first save). What to send Where it goes in your books The buttons under the choices are Save, Test connection and Pause. Pause stops sending without disconnecting; the card then says Paused, and clicking Save starts it again. If the window cannot load your items and accounts (QuickBooks was briefly unreachable, for example), it says so with a Try again button; the choices are read-only until it can.

​
Past orders

Orders are sent from the day you first click Save. To send older ones, open Past orders in the QuickBooks window, pick a date in Send orders since…, and click Send. The button shows how many orders that covers. They are sent in the background; orders already in QuickBooks are updated, never doubled.

​
When something could not be sent

Orders QuickBooks refused are listed under Needs attention in the QuickBooks window, with the reason QuickBooks gave. Fix the cause in QuickBooks if needed (for example, an item or account that was deleted, or a closed accounting period), then click Retry next to the order. If the card’s Status says Turned off, QuickBooks has been switched off for your account and nothing is sent. Contact BeRocker support, or click Disconnect if you no longer need it. If the card’s Status says Reconnect needed, QuickBooks no longer accepts the connection. Click Reconnect and sign in again; nothing is lost.

​
Disconnecting

Click Disconnect on the QuickBooks card. Nothing more is sent, and everything already in QuickBooks stays there. Reconnecting the same company later carries on where it stopped.

​
Notes

  • Only QuickBooks Online companies in the United States are supported for now.
  • BeRocker only writes to QuickBooks. Changes you make in QuickBooks are not copied back into BeRocker.