Connect QuickBooks Online

Connect your QuickBooks Online account to import your QuickBooks contacts into Stamps.com for mailing and shipping. After connecting, you can sync contacts to keep them up to date and create shipping labels without manually entering contact information.

Subscription Plan Requirement

This feature is only available on certain subscription plans.

To view available plans and features, go to the Account menu Small_SDC_Accountmenu_Icon.png in the top-right corner and select Manage Account > Account Settings > Subscription Plan.

To make changes to your subscription, visit Change Your Account Service Plan.

Requirements

To use QuickBooks Online, your account must meet the following requirements:

  • QuickBooks Online account

  • Stamps.com account on a supported plan.

Connect QuickBooks Online

To connect QuickBooks Online:

  1. Go to Contacts.

    Stamps ­WEB version: ­Toolbar. ­ Box highlights CONTACTS tab.
  2. Click Connect QuickBooks in the toolbar.

    SDC_Contacts_Connect-QuickBooks_BTN.png

    If you don't have any contacts yet, you can also click Connect QuickBooks in the center of the page.

  3. Click Get Started in the Connect to QuickBooks window.

    SDC_Contacts_ConnectQB_Get-Started.png
  4. Click Connect to QuickBooks.

    SDC_Contacts_Connect-to-QuickBooks_BTN.png
  5. Sign in to your QuickBooks Online account.

    SDC_QuickBooks_Sign-In.png
  6. Review the requested permissions, then click Connect.

    SDC_QuickBooks_Connect_BTN.png
  7. Click Continue.

    SDC_Connect-to-QB_Continue_BTN.png
  8. Click Start Setup.

    SDC_Review-_-Confirm_Start-Setup_BTN.png
  9. Once setup is complete, click Start Printing.

    SDC_Contacts_Setup_Complete_Start_PrintingBTN.png

Sync Contacts

After connecting QuickBooks Online, manually sync contacts to import new contacts and updates from QuickBooks.

To sync contacts:

  1. Go to Contacts.

    Stamps ­WEB version: ­Toolbar. ­ Box highlights CONTACTS tab.
  2. Click QuickBooks Sync > Sync Now.

    SDC_Contacts_QB_SyncNow.png

Disconnect

To disconnect QuickBooks Online:

  1. Click Integrations > QuickBooks Online.

    SDC_ACCT-STTNG_INTEGRATIONS_QBONLINE.png
  2. Click Disconnect.

    SDC_ACCT-STTNG_INTEGRATIONS_QBONLINE_DISCONNECT_BTTN.png
  3. Choose one of the following options, then click Disconnect:

    • Keep and manage contacts in Stamps.com to disconnect QuickBooks while retaining your imported contacts.

    • Remove the contacts to disconnect QuickBooks and delete all imported QuickBooks contacts from Stamps.com.

    SDC_ACCT-STTNG_INTEGRATIONS_QBONLINE_DISCONNECT_CONFIRMATION.png
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