Set up your sync settings

1. Connect — confirms your QuickBooks and store connections.
2. Customer — choose the QuickBooks customer every order from this store maps to. TruSync uses a single customer per store rather than creating a QuickBooks customer per shopper.
3. Accounts — map order line items (income, shipping, discounts) to your QuickBooks chart of accounts.
4. Payments — map each payment method your store offers to a QuickBooks payment method. Shown only for stores where payment methods apply (skipped for marketplace stores like Amazon and eBay, since Invoices don’t carry a payment method).
5. Sales Tax — map the tax jurisdictions your store collects for to QuickBooks tax rates. Shown only when your store handles its own sales tax (skipped for marketplace stores, since the marketplace already remits it).
6. Settings — general sync behavior: whether refunds auto-sync, Alert Recipients, and related preferences. Order sync and inventory sync themselves run automatically once a store is connected — there’s nothing to turn on here. Sync inventory adjustments is ticked by default; untick it only if you don’t want TruSync writing quantities to this store. This step won’t move on until at least one person is listed under Alert Recipients; it’s a list, so add the person who runs the storefront as well as your accountant.
7. Deposits — confirms how TruSync should group settled orders into Bank Deposits for your store’s payment model.
8. Products — map your store’s products to QuickBooks items, or set up how new products should be handled.
9. Backfill — optionally sync historical orders from before you connected the store, if you want them in QuickBooks too.

You can jump back to any step you’ve already completed using the setup bar at the top of the page.

If an order arrives with a payment method or tax jurisdiction you haven’t mapped yet, TruSync doesn’t guess — it creates an order exception and waits for you to map it. This is deliberate: auto-mapping to a default account just creates rework later when you have to go back and fix orders that landed in the wrong place.

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