1. From the left sidebar, go to My Facility.
2. Open the Integrations page.

This page lists any integrations you’ve already set up and shows whether each one is enabled.

1. Click the New Integration button in the top right corner.
2. Open the Name dropdown and choose QuickBooks.

You may also see LeafLink and Apex Trading in this list — for this guide, choose QuickBooks.

1. Make sure the Enabled box is checked.
2. Click Grant access.
3. A QuickBooks sign-in window opens. Log in with your QuickBooks Online username and password, then approve the connection.

This step requires your QuickBooks password, so it must be completed by someone who can log in to your QuickBooks account.

1. Click Save.
2. QuickBooks now appears in your list of integrations, with Enabled set to True.

1. On the Integrations page, click quickbooks in the list.
2. The QuickBooks dashboard opens, with a row of tabs across the top: Dashboard, Items, Customers, Vendors, Invoices, Bills, Purchases, Payments, Journal Entries, and Chart of Accounts.

1. At the top of the dashboard, look for QuickBooks Online with a green Connected badge.
2. The Realm ID shown next to it is your QuickBooks company’s unique ID — you don’t need to do anything with it.

If you don’t see the Connected badge, repeat the Grant access step above to reconnect.

1. Find the section you want to refresh (for example, Customers or Vendors).
2. Click the Sync button on that card.

Only that section is updated. The card shows how long ago it was last synced.

1. Click Sync all in the top right corner of the dashboard.

Hashio refreshes every section — both what it sends to QuickBooks and what it pulls back.

1. Scroll to the Activity section at the bottom of the dashboard.
2. Each row shows the Entity, a Status (such as Success), the Result (for example, 80 ok of 80), how long it took, and when it ran.

Use this log to confirm your most recent sync finished successfully.

1. From the dashboard tabs, click Customers.
2. You’ll see a list of QuickBooks customers with their QB ID, Name, Email, Phone, and how many Hashio customers are linked to each.

1. Click a customer row to open the Link customers to QBO customer window.
2. Check the box next to each Hashio customer that should map to that QuickBooks customer. You can use the search box to find them quickly.
3. Click Save.

Turn on “Hide customers linked elsewhere” to only show customers that aren’t linked yet. Saving will reassign any customers that were linked somewhere else.

1. Click Auto-map by name to let Hashio match customers whose names are the same.
2. Click Sync from QuickBooks to pull in the newest customer list from QuickBooks.

1. From the dashboard tabs, click Items.
2. Each row shows an item Name, the QuickBooks Product it maps to, and how many Hashio products are linked.

1. Click Add Item.
2. Enter the Name as it should appear on invoices.
3. Choose the matching QuickBooks Product.
4. Click Create.

1. On an item row, open the Link products to item window.
2. Search by name or SKU, then check the products that belong to this item.
3. Click Save.

Turn on “Show non-cannabis items” if you need to link products that aren’t cannabis. Saving will reassign any products linked elsewhere.

1. Click Sync products to update the item list with QuickBooks.

1. From the dashboard tabs, click Invoices.
2. Each row shows the Doc #, Customer, Invoice date, Due date, a Status (Open, Overdue, or Paid), whether it’s Synced to QuickBooks, when it was created in QuickBooks, and the Total and Balance.

1. Use the status filters to show All, Open, Overdue, or Paid invoices.
2. Use the sync filters to show All, Synced to QBO, or Not synced invoices.

You can also search by document number or customer name.

1. Click the eye icon on any invoice row.
2. A window opens showing the line items — product, quantity, unit price, and amount — along with the invoice status.

1. From the dashboard tabs, click Vendors.
2. Each row shows the vendor Name, Email, Phone, QB ID, and a Status of Synced or Unsynced.

Use the All / Synced / Unsynced filters to focus on vendors that still need to be matched.

1. Click Auto-map by name to match vendors with the same name automatically.
2. Click Sync from QuickBooks to bring in the newest vendor list.

1. From the dashboard tabs, click Chart of Accounts.
2. Each row shows the QuickBooks Account, its Type (such as Expense), an Allocatable toggle, and its Hashio Category.

1. Click Sync from QuickBooks to import or refresh your accounts.

Use the search box and the Expense-side only, All accounts, and Unmapped only filters to find what you need.

1. Find the account you want to map.
2. Open the Hashio Category dropdown on that row and choose the right category.

Any accounts left unmapped will land in “Other” until you map them. Your choices are remembered for future syncs.

1. Turn the Allocatable toggle off for accounts you don’t want split onto batches — for example, rent.

Accounts you turn off still import and appear in reports. They just won’t show up in the batch allocation window.

1. From the dashboard tabs, click Bills.
2. Each row shows the Vendor, Bill date, Due date, a Status (Open, Overdue, Partial, or Paid), and the Total and Balance.

Use the status filters or the search box to find a specific bill.

1. Click the eye icon on any bill row.
2. A window opens showing each line — category, QuickBooks account, description, and amount.

1. From the dashboard tabs, click Payments.
2. Switch between the Bill payments and Customer payments sub-tabs.

Bill payments show what you paid vendors; customer payments show what customers paid you.

1. Click the eye icon on any payment row.
2. A window opens showing which bill or invoice the payment was applied to, and the amount.

1. From the dashboard tabs, click Journal Entries.
2. Each row shows the Date, Description, number of Lines, and the Amount.
3. Click Sync from QuickBooks to refresh the list.