All Collections
Integrations
QuickBooks Online
Reconfiguring a QuickBooks Online integration
Reconfiguring a QuickBooks Online integration

How to reconfigure QuickBooks integration

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

When you first connect Katana to QuickBooks, you're asked to map QuickBooks ledger accounts and taxes to Katana. This initial connection is the only time where you can directly configure QuickBooks in Katana.

If you do need to change something with the QuickBooks Online integration, you can change the integration configuration and re-import your customers and suppliers by disconnecting your QuickBooks account from Katana and then reconnecting. Katana will remember your previous integration settings, so your mappings will be prefilled during reconnection. If you want, you can edit mappings during the progress steps of the connection flow.

When the reconnection is complete, your QuickBooks integration settings will be updated.

Reimporting customers and suppliers from QuickBooks

On the last step of the connection, if you also selected to import all your customers and suppliers then all contacts are re-synced with data from QuickBooks.

What is updated in Katana:

Customer: First Name, Last Name, Company Name, Shipping address, Billing address, Phone number

Supplier: First Name, Last Name, Phone number

Did this answer your question?