How to Connect Your QuickBooks Account to Luminous

This step-by-step guide will help you connect your QuickBooks account to Luminous, enabling seamless syncing of invoices and purchase orders.

Step 1: Create a QuickBooks Channel

1. In Luminous, go to the Manage section.
2. Click on Channels.
3. In the Channels page, click Create.
4. Assign a label for the channel (e.g., "QuickBooks").
5. Specify a Warehouse Group:
   • You can use the default warehouse group, as this setting is not critical in most cases.
6. Save the channel.

Step 2: Renew QuickBooks Tokens

1. Locate the newly created QuickBooks channel.
2. Click the three dots next to the channel name and select Renew QuickBooks Tokens.
3. You will be redirected to your Intuit Account.
   • Log in and select the QuickBooks account you want to link to Luminous.
4. Complete the linking process to establish the connection.

Step 3: Configure QuickBooks Settings

1. Go to the bottom left corner of Luminous and click System Settings.
2. Select the QuickBooks Settings tab.
3. Verify and configure the following account mappings:
   • Asset Account
   • Expense Account
   • Income Account
   • Accounts Payable (AP) Account

Step 4: Enable QuickBooks Sync

1. In the QuickBooks Settings tab, toggle on the QuickBooks Sync option.
2. This enables the system to push:
   • Invoices
   • Purchase Orders

Your QuickBooks account is now connected to Luminous. The integration ensures accurate financial syncing, streamlining your invoicing and purchasing processes.