In Corksy, admin orders, e-commerce orders, manual orders, and POS orders are synced with QuickBooks. This integration allows for seamless viewing and management of order details directly in QuickBooks. If an order is canceled in Corksy, the order status will be marked as "Void" in QuickBooks, reflecting the change in real-time. This ensures that your financial records in QuickBooks remain up-to-date with the latest status of your orders.
IMPORTANT NOTE : QuickBooks currently does not support creating a product with special characters, such as &. Please be sure to create all products without special characters.
On this page
How to create an app in QuickBooks and connect to Corksy
Login to QuickBooks
Go to https://developer.intuit.com/app/developer/homepage and log in to your QuickBooks account.
Navigate to My Hub
From the QuickBooks dashboard, locate and click on the My Hub option (usually available on the main navigation menu).
Access Workspaces
In My Hub, look for the Workspaces section. It may be listed in the navigation panel or under a dropdown menu.
Go to Profile
Within the Workspaces section, locate your Profile settings and click on it.
Open the APPS Section
After accessing your profile, look for the Apps section. This is where you can manage your app integrations.
Create New App
If you already have existing apps, they will be displayed on the screen.
If you need to create a new app, you can proceed to do so.
In the Apps section, you will find an option to Create an App.
Click on Create App to begin setting up a new app.
Fill Out App Details
You will be prompted to enter details about your app:
App Name: Choose a name for your app.
App Description: Provide a brief description of what your app does.
Category: Select the category that best fits your app (e.g., Finance, Invoicing).
OAuth 2.0 Authentication: Set up OAuth 2.0 credentials to enable secure integration with QuickBooks.
Redirect URL Setup:
Go to the Corksy Admin page and copy the Redirect URL.
Paste this URL into the QuickBooks Settings -> Redirect URL tab on the QuickBooks site.
After this step, QuickBooks will be connected to Corksy.
Copy Client ID and Client Secret
After creating an app, go to the App Details page.
On the left side of the menu, click on Key and Credentials.
This page will display the app details, there including two important IDs that need to be entered in the QuickBooks settings page to link QuickBooks with the Corksy Admin portal:
Client ID
Client Secret
Configure Corksy Settings:
In the Corksy settings page, fill in the following details:
QuickBooks Income Account (mandatory field) Define the account where sales income should be recorded.
Income Account Specify the account for general income transactions.
QuickBooks Tax Code (mandatory field) Set the applicable tax code for transactions.Tax Exemption ReasonProvide the reason for tax exemption if applicable.
QuickBooks Class Settings on Corksy admin portal
The Class Tracking feature is available only on QuickBooks Online Plus and QuickBooks Online Advanced plans.
To enable it, turn on the Class Tracking toggle in the Corksy Admin portal.
After enabling Class Tracking:, the settings page will display options for different order types:
Admin Order
E-commerce Order
Wine Club Order
POS Order
For each order type, you can assign a custom name that will appear on QuickBooks invoice page under the Class field.
For example, if you assign the name "Manual Order" to “manual_order ”, this name will be reflected in QuickBooks invoices.
This allows you to differentiate and organize orders by type in QuickBooks efficiently.
Accessing Corksy orders in QuickBooks
Access orders
Go to the Sales section from the left-hand navigation bar.
Navigate to All Sales, where you can view all Corksy orders.
Search for an order
Use the Search Bar at the top to locate specific orders by:
Order Number
Customer Name
Date Range
Payment Status
Search for the Order
Use the search bar or filters to find the desired order (e.g., Order #1234).
Edit an order
Select an order from the list.
Click on Edit Order to update: Billing and shipping addresses.Product details (e.g., quantity, price). Payment method (if permitted).
Use the Edit Order button to make any necessary changes, such as updating customer details or modifying the shipping address
Order details
This section displays a comprehensive view of an order, including:
Order Number:
Corksy order numberOrder Status: Shows whether the order is Paid, Unpaid, PartiallyPaid, or Refunded.
Customer Information:
Name, email, and contact details synced from Corksy.
Order Date:
The date the order was created in Corksy.
Delivery Method:
Ship or Pickup.
View products and services
Navigate to Products and Services:
Go to the Sales section in the left menu and select Products and Services from the dropdown.View Configured Store Products:
The page will display a list of all products and services synced from your configured store, including:Product Name
SKU/Item Code
Type (Inventory, Non-inventory, or Service)
Quantity on Hand (if applicable)
Sales Price/Rate
Search or Filter:
Use the search bar to locate a specific product.
Apply filters to narrow down the list by product type or availability.Check Inventory Levels:
Inventory products will show quantities available, backordered, or low stock warnings.Edit Product Details:
Select a product to view or update its details, such as pricing, description, or stock levels.Export List:
Use the export option to download the product list for analysis or record-keeping.
View tax details in QuickBooks
Navigate to the Taxes section in the left menu of QuickBooks.
Open the Sales Tax Center to view detailed tax information.
Review summaries of:
Taxable sales.
Tax collected.
Payments made.
Use filters to customize the date range or specific tax periods.
Export or print sales tax reports for record-keeping or filing