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QuickBooks Integration

How to Integrate QuickBooks

After completing this integration you can then automate your accounting by sending all your sales data directly to your QuickBooks account.

Please Note:
This integration must be done via a web browser.

How to Integrate QuickBooks with Tillpoint


Step 1) Go to www.tillpoint.com/signin and log into your account using your login details.


Tillpoint QuickBooks Integration

Step 2) Once you’re logged in and inside the web portal, tap on the Integrations panel, as highlighted in the image below.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Step 3) Tap on the QuickBooks integration option.

Please Note:
The integration options may not be in the same order as the image below, please scroll to find the correct option.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Step 4) Tap on the Connect to QuickBooks button, as highlighted below.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Step 5) You’ll be taken to the QuickBooks website where you’ll be able to login to your QuickBooks accounts.

Tillpoint QuickBooks Integration

Step 6) Tap on the Connect to QuickBooks button, as highlighted below.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Step 7) Once signed in you’ll be able to authorise the connection between Tillpoint and QuickBooks. To do this, simply tap on the Connect button, as highlighted below.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Linking Accounts

The next step after connecting Tillpoint and QuickBooks is to link each of the Tillpoint accounts to their QuickBooks counterpart, which can be done by tapping the Link Accounts button, as highlighted below.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration


Your Tillpoint accounts will appear on the left side, with the corresponding QuickBooks accounts on the right side, as seen in the image below. Any accounts that you wish to be synced to QuickBooks must be connected here.

Important
All Tillpoint accounts with an asterisk next to them must be connected to a QuickBooks account.

If you cannot find an account that needs to be connected, you can create that account in QuickBooks.

Tillpoint QuickBooks IntegrationTillpoint QuickBooks Integration

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