Our QuickBooks integration allows you to sync the following transactions from Launch27 to your QuickBooks Online (QBO) account:

When you sync a credit card charge or a cash/check payment, Launch27 does the following:

You can view the sales receipt for your transactions in your QBO account by going to Transactions > Sales.

Please note: The sync will send the total amount charged to the customer (gross amount) That amount will exclude:

The process for syncing refunds is very similar to how charges/payments are synced. The main difference is that a Refund Receipt is created in QuickBooks instead of a sales receipt.

3. You’ll be redirected to a QuickBooks Online sign in page. Fill out the form and click Sign In. Note: QuickBooks may ask you to go through extra verification steps for security reasons.
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4. After you’ve signed in to your account, you’ll be taken to a screen that asks you to “Authorize the Sharing of Your Data Between Launch27 and Intuit”. Click on the Authorize button. Your QuickBooks account is now connected to Launch27, and you’ll be redirected back to Launch27
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5. Choose an account you would like to Deposit refunds to. Note: This account is usually the same account that you link your sales transactions to. As a best practice, QuickBooks recommends using the Undeposited Funds account.
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There might be times when you’d prefer to sync an individual transaction to QuickBooks instead of do a mass sync.

To sync an individual transaction:

You will now see your transaction synced in your QBO account’s Sales Transaction page.

Note: If you already have an existing sales or refund receipt in QuickBooks representing a transaction in Launch27, you can link it to Launch27 by clicking Link to QuickBooks.

There might be times when you’d prefer to sync an individual customer record to QuickBooks .

To sync an individual customer record:

You will now see your customer record synced in your QBO account.

Note:

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Deauthorizing Launch27 from syncing with QuickBooks Online

If you would like to stop syncing your data for any reason, you can deauthorize Launch27 from syncing to QBO:

2. Click the Deauthorize button. Launch27 is now deauthorized from syncing with your QBO account.

If you ever need to link your Launch27 account to a new QBO account after you’ve already synced it to another QBO account, we recommend that you unlink all QuickBooks data from Launch27 before you authorize the new QBO account.

This is necessary because Launch27 will have IDs from your old QBO account and will not be able to properly match them to your new account the next time you perform a sync.

But don’t worry. If you ever do this by accident, you can easily re-sync Launch27 with your original QBO account by performing a mass sync.

To unlink all QuickBooks data from Launch27:

4. A modal window will open. Check the box that you have read the info and click the Unlink All QuickBooks Data button. All of the data from the previous QBO account is now unlinked from Launch27.
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​FAQs

No. Launch27 only integrates with QuickBooks Online (QBO) because the QuickBooks’ API only allows lets vendors like us integrate with QBO accounts.

No. Launch27’s QuickBooks integration only peforms a “one-way” sync to QBO. This means that once a transaction/customer in Launch27 is linked to a record in QBO, then changes in Launch27 will overwrite the record in QBO.

Yes, this is possible. Because Launch27 peforms a “one-way” sync to QBO, if a transaction/customer in Launch27 is already linked to a record in QBO, then changes in Launch27 will overwrite the data in QBO.