Connecting QuickBooks & the Dashboard

Created by Kylah Brown, Modified on Fri, 17 Jul at 2:52 PM by Kylah Brown

Integrations Guide

Connecting QuickBooks & the Dashboard

Before you begin: Connecting QuickBooks is a one-time setup that must be done by someone who can log in to your company’s QuickBooks Online account — usually your bookkeeper, accountant, or owner. You’ll also need access to the My Facility area in Hashio. Once the connection is made, anyone with the right permissions can view and sync the data.

What Is the QuickBooks Integration?

The QuickBooks integration creates a two-way link between Hashio and QuickBooks Online, so you don’t have to enter the same information in two places.

Hashio sends your sales and catalog out to QuickBooks — your customers, invoices, and product items — so your bookkeeping stays up to date automatically.

QuickBooks sends your accounting information back into Hashio — your vendors, chart of accounts, bills, purchases, payments, and journal entries — so you can see costs right alongside your production data.

Setting Up the QuickBooks Integration

Step 1 Open the Integrations page

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

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

Step 2 Add a new integration

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

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

Step 3 Grant access and sign in to QuickBooks

Make sure the Enabled box is checked.
Click Grant access.
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.

Step 4 Save the integration

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

Tip: Only one person needs to complete the setup. Because it requires your QuickBooks login, ask whoever manages your QuickBooks account to do this once — after that, your team can use the integration without signing in again.

Opening the QuickBooks Dashboard

Step 1 Open the dashboard

On the Integrations page, click quickbooks in the list.
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.

Step 2 Check that you’re connected

At the top of the dashboard, look for QuickBooks Online with a green Connected badge.
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.

Understanding the Dashboard

The dashboard is split into two groups that show which direction your information is flowing.

Outbound (Hashio to QuickBooks) covers what Hashio sends to QuickBooks:

Customers — your customers, matched to QuickBooks customers
Invoices — sales invoices pushed to QuickBooks
Items / Catalog — your products, matched to QuickBooks items

Inbound (QuickBooks to Hashio) covers what QuickBooks sends back to Hashio:

Vendors — your suppliers from QuickBooks
Chart of Accounts — your accounts, mapped to Hashio categories
Bills & Purchases — bills and purchases entered in QuickBooks
Bill Payments, Customer Payments, and Journal Entries — payment and ledger records from QuickBooks

Each item shows a quick summary (for example, how many records synced and when they last synced), along with a Manage button and a Sync button.

Tip: The Manage button opens the full tab for that item, where you can view records and set up matching — for example, linking a QuickBooks customer to your Hashio customers.

Syncing Your Data

Syncing refreshes the information between Hashio and QuickBooks. You can sync one section at a time or everything at once.

Step 1 Sync one section at a time

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

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

Step 2 Sync everything at once

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.

Step 3 Check the Activity log

Scroll to the Activity section at the bottom of the dashboard.
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.

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