Help Center Getting Started Create your First Integration

Create your First Integration

Let's create your first integration to begin importing your sales data into QuickBooks!

Select Sales Channel

Next, you will need to add your first integration before you can import data. Every integration comprises of a link between a sales channel and an accounting software.

With Klavena, here are the sales channels currently available:

  • Amazon (all regions: North America, Europe, Far East, and Australia)
  • Shopify
  • Walmart
  • PayPal
  • eBay
  • Etsy
  • TikTok
  • Faire
  • WooCommerce
  • Macys
  • Kohls
  • Bed Bath & Beyond
  • Sezzle

authorize_sales_channel

Authorize Sales Channel

Depending on the sales channel, there will be a different authorization method to give permission for Klavena to access the sales channel's data. Below, we detail the methods for each sales channel:

OAuth redirect

For these sales channels, Klavena will redirect you to the sales channel's page to authorize permission.

  • Amazon North America
  • Amazon Europe
  • Amazon Far East
  • Amazon Australia
  • Shopify
  • Etsy
  • eBay
  • TikTok
  • Faire

API Key

With the API Key authorization method, you will need to login to the sales channel backend, find the API Key in your settings, and copy/paste into Klavena's integration wizard.

For Shopify and WooCommerce, you'll need to enter information about your store.

Select Accounting Software

connect_qb

Authorize Accounting Software

qb_login

Then, click Continue and Authorize

Settings

Keep the recommended settings, Bank Transfer Reconciliation is to match your bank deposits, and auto import is that future settlements will be imported automatically.

Choose the QuickBooks account that corresponds to the bank account where your sales channel deposits funds. If you haven't set up that bank account yet, you can always do it later! Simply uncheck Bank Transfer Reconciliation for now.

settings

Inventory tracking is an advanced feature that helps you automatically calculate cost of goods sold (COGS). It requires some additional setup. You can check it out here: How Klavena Handles Inventory Tracking for Accurate COGS

Finish Creating New Integration

This screen appears when your integration is completed successfully. We'll fetch some sales data in the background and set up your QuickBooks to ready for import.

integration_successsful

After a few seconds, it should redirect the settlements page, where you see all your settlements or payouts!

settlements

Common Errors

Next Step

Import Sales Data into QuickBooks