Integration

BulkTrackPro + QuickBooks Online

BulkTrackPro connects to QuickBooks Online so every order, invoice, and payment you take flows straight into your books. Customers, sales, and payments sync automatically. No double entry, no end-of-day reconciliation, and no exporting spreadsheets between your delivery software and your accountant.

1

Order placed

A customer or your staff creates an order in BulkTrackPro.

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2

Auto-synced

Orders, invoices, and payments map to QuickBooks automatically.

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3

Always current

Your records stay accurate with no double entry.

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Capabilities

What the QuickBooks integration does.

Order & invoice sync

Orders and invoices created in BulkTrackPro post to QuickBooks Online as invoices or sales receipts, with line items, delivery fees, and tax mapped to the income accounts you choose.

Payment sync

When a customer pays, by card, ACH, or in person, the payment records against the matching QuickBooks invoice so your accounts receivable stays accurate in real time.

Customer matching

BulkTrackPro matches customers to existing QuickBooks records and creates new ones when needed, with order-aware name matching to avoid duplicate and inverted-name entries.

Account & item mapping

Map products, delivery fees, and taxes to the exact QuickBooks accounts and items your bookkeeper expects, so reports come out clean without manual cleanup.

Setup

How to set it up.

1

Open the QuickBooks integration

In BulkTrackPro, go to Settings and open the QuickBooks Online integration panel.

2

Connect your Intuit account

Click Connect and sign in to Intuit. Authorize BulkTrackPro to read and write to your QuickBooks Online company file.

3

Map your accounts and items

Point your product income, delivery-fee income, and tax to the right QuickBooks accounts and items. This is done per item so nothing is bulk-mapped incorrectly.

4

Confirm the first sync

Take a test order, mark it paid, and confirm the invoice and payment appear in QuickBooks. From then on, sync runs automatically.

FAQ

Questions, answered.

Does BulkTrackPro work with QuickBooks Desktop?+

The integration is built for QuickBooks Online. QuickBooks Desktop is not directly supported, though many suppliers migrate to QuickBooks Online to use the automatic sync.

Will it create duplicate customers?+

No. BulkTrackPro uses order-aware customer matching to link to existing QuickBooks records and only creates a new customer when there is no match, which avoids duplicate and name-inverted entries.

Does it sync payments and refunds?+

Yes. Card, ACH, and in-person payments post against the matching invoice. Refunds and payment reversals are reflected so your accounts receivable stays accurate.

Is QuickBooks included in the base price?+

The QuickBooks integration is an optional add-on at $69.99/month on top of your BulkTrackPro plan.