> ## Documentation Index > Fetch the complete documentation index at: https://www.adorabl.info/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks > Connect a QuickBooks company and import its chart of accounts, suppliers, documents, and history. Connect QuickBooks to bring a company into adorabl: the chart of accounts, suppliers, open documents, and history. Customers, items, and sales orders are optional, so a commerce platform can keep owning those records. > [!NOTE] > > **QuickBooks Online** appears under **Settings → Data & Admin → Integrations** when it is enabled for your sign-in. The setup hub shows **to do**, **connected**, or **needs reconnect**. ## Connect QuickBooks **1. Open QuickBooks Online** 1. Open **Settings** from **Data & Admin**. 2. Click **Data & Admin**. 3. Under **Integrations**, click **QuickBooks Online**. The page subtitle is **Import your chart of accounts, suppliers, open documents and history from QuickBooks.** **2. Choose what else to import** Leave **Import customers, items and sales orders from QuickBooks** off when those records already come from your commerce platform. Turn it on when QuickBooks is the source for customers, items, and sales orders. **3. Authorize** Click **Connect QuickBooks** and finish signing in at Intuit. When the connection succeeds, the **Connection** card shows **Connected** and the first import starts. If the first import does not start, click **Sync now**. A connection that Intuit has stopped accepting shows **Needs reconnect**. Click **Reconnect QuickBooks** and sign in to the same company. ## What a sync brings in Every sync can load payment terms, payment methods, the chart of accounts, suppliers, purchase orders, invoices, credit memos, bills, and supplier credits. Opening inventory is included when items are part of the import. Customers, items, and sales orders load only when you turned that option on before connecting. You can change [field mapping](#field-mapping) for customers, suppliers, and items. Accounts, payment terms, and documents follow adorabl's built-in mapping. Open documents land on the operational screens. Documents QuickBooks has closed can move to history. A later sync updates a record adorabl has not edited. A record your team edited in adorabl is left as it is and shows as skipped. ## Sync again **Latest sync** shows the run in progress, or the last finished totals: **Loaded**, **Updated**, and **Needing attention**. Click **View run** to open that sync. **Recent runs** lists earlier syncs with **Started**, **Status**, **Trigger**, and **Summary**. Status is **Running**, **Succeeded**, **Partial**, or **Failed**. Trigger is **First import** or **Sync now**. Click a row to open the run. **Sync now** starts another import. It stays off while a sync is **Running**. **Disconnect** removes the connection. ## Field mapping Click **Field mapping** on the QuickBooks page. The table lists each **adorabl field** for customers, suppliers, and items. For each row you can: * Turn **Sync** on or off. A required field stays on. * Choose the **QuickBooks field** that fills the value, when more than one source exists. * Read **Transform** for how the value is derived. That text is not editable. **Save** keeps your overrides. **Reset to defaults** clears them. An overridden row shows **Overridden**. Changes apply on the next sync, to every customer, supplier, or item. Records edited in adorabl stay protected. Customer rows include name, email, phone, status, payment terms, payment method, billing and shipping addresses, and contact. Supplier rows include name, email, phone, payment terms, address, and contact. Item rows include SKU, name, description, sales price, standard cost, item type, status, revenue, cost of goods sold, inventory account, and preferred supplier. ## Read a sync run **QuickBooks sync run** is one import. The header states the outcome, such as everything imported, some data that did not import, or a sync that stopped. It also shows when the run started, whether it was the **First import** or **Sync now**, and how long it took. ### Records **Records** splits the run into tabs. Each tab shows a count. | Tab | What it lists | | - | - | | **All** | Every record in the run | | **New** | Records created in adorabl | | **Updated** | Records whose adorabl values changed | | **Needs attention** | Records that did not import cleanly | | **Skipped** | Records left unchanged, including ones edited in adorabl | | **Moved to history** | Open documents QuickBooks has since closed | | **Deleted in QuickBooks** | Records removed in QuickBooks | A row can show **Open in adorabl** and **Open in QuickBooks**. **Reason** or **What happened** explains a skip, a rejection, or a move to history. ### Steps **Steps** lists each part of the import — connection, chart of accounts, suppliers, documents, and the rest — with **Fetched**, **Loaded**, **Updated**, **Unchanged**, and **Rejected**. Step status is **Pending**, **Running**, **Done**, or **Failed**. ## What you see on a record A record created or updated by a sync shows **QuickBooks Import** on **Activity**, for example **QuickBooks Import created customer**. The same area can show **QuickBooks** with **Open in QuickBooks** and **View sync run**. A history document can show **From QuickBooks** with **Closed in QuickBooks** or **First synced**, and the same link to the run. ## Example: Trail Ridge Outfitters Trail Ridge is leaving QuickBooks and already sells on Shopify, so customers and items should stay with Shopify. 1. On **QuickBooks Online**, they leave **Import customers, items and sales orders from QuickBooks** off. 2. They click **Connect QuickBooks** and authorize the Trail Ridge company. 3. **Latest sync** finishes **Succeeded**. The chart of accounts, suppliers, and open bills are in adorabl. Shopify customers and items are untouched. 4. On **Field mapping**, they point supplier **Payment terms** at the QuickBooks terms field they actually use, click **Save**, and click **Sync now**. ## Related guides > **[Master data](https://www.adorabl.info/admin-and-settings/master-data.md)** > > CSV import for chart of accounts, parties, items, and opening balances. > **[Chart of accounts](https://www.adorabl.info/books/chart-of-accounts.md)** > > Review the accounts a sync created. > **[Audit log](https://www.adorabl.info/admin-and-settings/audit-log.md)** > > Read **QuickBooks Import** on a record's Activity tab. > **[Connect Shopify](https://www.adorabl.info/commerce/shopify.md)** > > Keep commerce records on Shopify instead of importing them from QuickBooks. ## Troubleshooting > **QuickBooks is not on the setup hub** > > The integration is enabled per sign-in. If **Integrations** does not list **QuickBooks Online**, that sign-in does not have it yet. Search also hides **QuickBooks Online** in that case. > **The connection says Needs reconnect** > > Intuit stopped accepting the connection. Click **Reconnect QuickBooks** and authorize the same company. Existing imported records stay in adorabl. > **Some records need attention** > > Open the run and select **Needs attention**. **Reason** names what blocked that record. Fix the source in QuickBooks or the related setup in adorabl, then click **Sync now**. > **A record I edited was not updated** > > That is expected. A customer, supplier, or item edited in adorabl is skipped so the sync does not overwrite your change. The run lists it under **Skipped**. > **Field mapping is unavailable** > > Connect QuickBooks first. The mapping page asks you to connect, with **Go to the QuickBooks page**. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.