QuickBooks Online-integrationen synkroniserar din försäljning, kunder och produkter från LunixPOS till QBO så att din revisor har böckerna uppdaterade utan manuell datainmatning.
- 1
Open Integrations
From the sidebar, click Integrations. The QuickBooks card shows on the integrations hub with a Connect button.
- 2
Click Connect QuickBooks
The integration walks you through three screens: Details, Permissions, then the OAuth handoff.
- 3
Review permissions
The Permissions screen lists what LunixPOS will be able to read and write in your QuickBooks account, grouped under 'View Personal Data' (customer info, store owner summary) and 'View/Edit Store Data' (customers, products, locations, the LunixPOS label). Expand each section to see specifics.
- 4
Authorize in Intuit
Click Connect QuickBooks. You're redirected to Intuit's OAuth page — sign in with your QuickBooks account and approve the scopes. Intuit redirects you back to LunixPOS automatically.
- 5
Configure sync settings (Step 1 of 2)
On the config wizard, pick:
- Data Sync Frequency — Real-Time (recommended), Daily, Weekly, or Monthly
- Sync Old Data — Last 30 / 60 / 90 days, or Custom (up to 30 days)
- 6
Pick what to sync (Step 2 of 2)
For each of Customers, Products, and Orders, tap Yes or No. If products are enabled, pick which LunixPOS product type maps to QBO items. If customers are enabled, map the customer name and email fields.
- 7
Finish configuration
Click Finish Configuration. The QuickBooks card on the Integrations hub now shows a Connected badge, and syncing starts on the schedule you picked.
Proffs tips
- If you ever need to change the sync schedule or remap fields, return to Integrations → QuickBooks → Manage Config.
- Only Owners and Managers can manage the integration. Other roles see the card as read-only.
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