Integrating MyBlindCo with QuickBooks Online can simplify your business processes, allowing you to send orders and quotes directly to QuickBooks without any hassle. This integration ensures that your financial records stay updated and accurate, saving you time and reducing manual errors.
In this step-by-step guide, we’ll show you how to connect MyBlindCo to QuickBooks Online, troubleshoot common issues, and ensure smooth syncing of orders and quotes between the two platforms. Whether you’re setting up the integration for the first time or troubleshooting a connection, this guide covers everything you need to know.
Let’s get started!
How To Connect MyBlindCo To Quickbooks Online
- To connect MyBlindCo to QuickBooks Online, navigate to the business company profile page in the MyBlindCo portal, scroll down to the bottom, and click the “QBO Login” button, which may require a monthly fee of $25 and needs to be turned on by the MyBlindCo team if not visible.
- If already logged into QuickBooks Online, clicking the “QBO Login” button will prompt authorization for MyBlindCo to connect with QuickBooks; otherwise, it may ask for verification, email address, and password.
- Once connected, users can send orders and quotes to QuickBooks Online by going to actions and clicking the “Send QBO” button, which imports the order as an invoice.
- To avoid duplicate customers in QuickBooks, ensure customer data matches between MyBlindCo and QuickBooks, as discrepancies may cause error messages; updating customer data in QuickBooks to match MyBlindCo usually resolves the issue.
- For new QuickBooks Online accounts, having at least one invoice and setting up the Sales Tax Center is required to import orders from MyBlindCo; an error message may appear if the Sales Tax Center is not set up.
- Quotes and orders can be sent to QuickBooks Online from MyBlindCo, with quotes going in as estimates and orders going in as invoices.
Have questions?
(703) 738-9933
info@myblindco.com
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