Bindo POS + QuickBooks Integration

Note: This article pertains to the Bindo POS integration with QuickBooks Online.  Bindo also offers integrations with QuickBooks Enterprise, QuickBooks Desktop, Freshbooks, Xero, and PeachTree.  The instructions here pertain to QuickBooks Online only, for more information regarding the other accounting integrations available for Bindo please contact support@bindo.com.

Integration Set Up

1. Send an email to  support@bindo.com to request that the integration be set up for your store.

2. Bindo Support will respond with a link to authorize the integration.  Click on the link.

3. Click "Authorize".  This authorizes the Bindo integration to make changes in your QuickBooks account.  The Bindo integration will post sales, invoices, payments and refunds to your QuickBooks account.

Integration Logic

The Bindo integration posts individual transactions to QuickBooks including product detail. Each sale or invoice in your store is created as a sale in your QuickBooks online account. If a payment is made in Bindo against an unpaid or partially paid invoice, that payment will be communicated to QuickBooks. Refund data is also posted to QuickBooks. All sales are communicated to QuickBooks in the "Undeposited Funds" account.

The integration does not currently support significant detail beyond product and transaction data. For example customer information is not posted to QuickBooks even though a customer may be associated with a sale in Bindo.

Explanation of Field Mapping (QuickBooks fields are underlined)

Orders: This is equivalent to Bindo Sales Receipt created at the Register page. This creates a Sales Receipt including a one-time fully paid Transaction in QuickBooks. If the sale in Bindo consists of multiple payment methods (ie multiple transactions), the payment method sent to QuickBooks is “Split”.

Invoice: This is equivalent to Bindo Invoice. This creates an invoice on QuickBooks. It does not include any transaction.

Payment: This is equivalent to Bindo Transaction. Every time there is a successful transaction on Bindo, a Payment is created on QuickBooks.  This payments binds to a QuickBooks Invoice.

Refund: This is equivalent to Bindo Refund. Every time there is a success transaction on Bindo, a Refund Receipt including the one-time fully paid Transaction is sent to QuickBooks. It does NOT tie in with a specific QuickBooks Invoice. As a Bindo Invoice can have multiple refunds, multiple QuickBooks Refund Receipts could be created for the same Bindo Invoice. The payment method sent to QuickBooks is always “Refund” and the quantity of each refund line item is always “1”.

Account: This is equivalent to “Deposit to” for a QuickBooks Sales Receipt or Payment and “Refund From” for a QuickBooks Refund Receipt.

Item Income Account: This is equivalent to “Income Account” of the Product Information at QuickBooks.

Payment Method: This is equivalent to the Payment Method of Bindo Transaction. In QuickBooks, it will be recorded in the “Payment Method” field of Sales Receipt, Payment and Refund Receipt.  For Refund Receipts, the payment method is always set to “Refund”

Customer: Customer of Sales Receipt, Invoice, Payment and Refund is always set to “Bindo”.

Email: Email is always set to empty.

Billing Address: Billing Address of Sales Receipt, Invoice and Refund is always set to “Bindo”.

Sales Receipt Date: Sales Receipt date is set according to the create date of the Bindo Sales Receipt.

Product / Service: Equivalent to the numeric Listing ID for the specific line item in Bindo.

Description: Equivalent to the line item name + discount names + modifier names in Bindo.

QTY: Equivalent to the line item quantity in Bindo

Rate: Equivalent to the line item unit price (with discount and modifier) in Bindo

Amount: QTY * Rate = Amount. This is automatically calculated by QuickBooks

Tax: Equivalent to the tax mount in Bindo - created as a lined item in QuickBooks with ID = 0.

Memo: Equivalent to the order number of the Bindo Sales / Invoice.

Payment Date: Payment Date is set according to the creation date of the Bindo Transaction.

Reference No.: Equivalent to the Bindo Transaction ID

Amount received: Equivalent to the Bindo Transaction amount

Outstanding Transactions: This is the invoice that the current Payment is attributed towards.

Due Date, Original Amount, Open Balance: These are auto generated by QuickBooks