> ## Documentation Index > Fetch the complete documentation index at: https://help.berocker.com/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks Integration > Connect QuickBooks Online so your booked orders, payments and refunds go into your books on their own. 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. > [!NOTE] > > 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 > [!NOTE] > > 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 | In BeRocker | In QuickBooks | | - | - | | The customer | A **customer**. If one with the same email is already in QuickBooks, that one is used. | | A booked order | An **invoice**, numbered with the order number. | | A card payment or a recorded payment | A **payment**, applied to the order's invoice. | | A refund | A **refund receipt**. | | What you owe the carrier (optional) | A **bill** to the carrier. | **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** | Option | What it does | | - | - | | **Booked orders, as invoices** | Creates the customer and the invoice for each booked order. | | **Payments and refunds** | Sends each payment and refund on those orders. A payment is applied to the order's invoice, so this needs **Booked orders, as invoices** on; turning invoices off turns payments off too. | | **Void the invoice when an order is canceled before anything was paid** | A canceled order that was never paid has its invoice voided. A canceled order that was paid keeps an invoice for what was paid, and any refunds come off it, so nothing is left owed. | | **Carrier pay, as bills** | Sends what you owe the carrier as a bill, for full-payment orders only. | **Where it goes in your books** | Field | Default | | - | - | | **Product or service on invoices** | **Auto Transport**. If your company has no item with that name, BeRocker creates it when you save. | | **Put payments into** | **Undeposited Funds**, so you can group them into bank deposits in QuickBooks as usual. | | **Carrier pay expense account** | Shown when **Carrier pay, as bills** is on. Pick the account your carrier costs go to. | 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. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.