1. Login to the Quantic backend portal using registered email ID/Username and Password.
   
2. Click the Hamburger icon and select App Store.
3. Locate Quickbooks Online and click the Download icon next to it.
   

4. Tap the Subscribe button next to the QuickBooks Online module.

5. Now tap Settings icon next to the Quickbooks Online module as shown in the screenshot.

1. Tap the Quickbooks Company tab as shown in the screenshot.
2. Enter the Company ID in the field box and click.

Note: You can get the Company ID from your QuickBooks online portal as shown in the illustration above. Follow this path to get it – Login to Quickbooks > Click the Settings icon on top right > tap Accounts and Settings > Click Billing & Subscription on the left – you will find the 16-digit Company ID on top. Copy this ID and paste it in the above field.

3. Tap on the button at the bottom.
4. You will be forwarded to the Intuit page, where you can enter your username and password to access your QuickBooks online account. The next screen that opens may prompt you to enter your company name for the first time setup.
5. Follow the on-screen instructions to allow syncing your Quantic data with QuickBooks Online.

1. Go to the Map Sales Data tab.
2. Create a default QB customer where you want to see the end-of-the-day sales data.
3. Enter the default QB customer name in the blank field. For example, you can keep the name as Daily Sales.

4. If you want to map all the items in a combined category regardless of their specific categories, tap the Combined Categories options as shown in the screenshot.
5. Select the category from the drop-down.
6. You can also create a new category by clicking the +Add button in the drop-down.

Alternatively, you can map the items in their respective categories

4. If you want to map the items in their individual categories, click the Individual Category option as shown in the screenshot.
5. Hover your cursor over the Category field, tap on the drop-down.
6. It will display all the categories and subcategories you have in the POS.
7. Select the category/subcategory that you want to map.

Note: You can also add a category/subcategory from the Catalog section in the backend portal. Follow this path – Go to Catalog in the backend portal > tap Categories on top > tap next to the category that you wish to add.

Once the category is added to QuickBooks online, the Moved to QB Successfully message will pop up on your screen, and symbol will appear next to the category under the Action column.

8. Now tap the field under Category in QB and select a category from the drop-down where you want to see the sold items for the corresponding category in QuickBooks Online.
9. You can also create a new category by clicking the +Add button in the drop-down. All the items will be grouped in their respective categories.
10. Similarly, you can add as many categories as you have in the POS by clicking the button.
11. To delete any category, you can click the icon.

Note: For example, suppose you want to map the pizza category, so select the Pizza on the left category section and select the corresponding pizza category on the right category section. You can also create a new pizza category if you want.

1. Tap the field under Payment Method.
2. The existing payment methods will appear underneath. Select the payment method that you want to map. It may be cash credit, gift card, reward points, etc.

3. Now tap the field under Payment Method in QB.
4. Select the payment category corresponding to the Quantic payment method to display in your QuickBooks Online account.
5. So, if you want to map the cash transactions, select or add a Cash transaction method in both sections. Doing this will display the cash transactions on the associated QuickBooks Online account.
6. Similarly, you can add as many transaction methods by clicking the button at the bottom, and map those transactions on the QuickBooks online.
7. To delete a payment method, click the icon.
8. Click , once you are done.