If you are an existing Cloud Cart Connector user, please read these directions before proceeding!

RoasterTools integrates with Cloud Cart Connector (CCC) so that you can automatically export your wholesale orders to your Quickbooks Online account.

The instructions below will help you create a basic connection between RoasterTools and CCC.

The beauty of CCC is the ability to customize how your orders will be imported into Quickbooks. You can select Sales Orders or Invoices or a number of other options. It's entirely up to you and how you need those orders to appear once imported.

Video overview

Step by step instructions

Initial Connection

  1. Click "Your Name" menu item, then select "Integrations"
  2. Click "Quickbooks Online" integration
  3. Click "Create a Connection"
  4. You will now see login details for your new Cloud Cart integration.
  5. Click the "Continue to Cloud Cart" button to open Cloud Cart in another tab.
  6. If you haven't already, sign up for a Cloud Cart trial and authorize a connection to your Quickbooks Online account.
  7. Click My Connections to view the page where you can add a new connection. 

8.  Select "Custom Store" from the dropdown Solution Name menu.
9.  Enter in your Cloud Cart Connector credentials and click "Submit"
10. You will then proceed to go through an initial setup.  
11.  You may return to these preference pages at any point by clicking on "My Connections", selecting an Existing Connection and clicking the "Configure" button.

Required settings on RoasterTools

In addition to the many custom options found on Cloud Cart, there are a few required settings to make your RoasterTools connection work on our side.

  1. Click "Your Name" menu item, then select "Integrations"
  2. Click "Quickbooks Online" integration to review the Integration settings

Select order status to export

You must select an order status to export, either

  • "None" - if you want to temporarily turn off order export
  • "Production" - orders currently in production. This setting also includes orders in the Shipped status.
  • "Shipped" - only orders in the Shipped status.

One caveat: if an order requires shipping via Shipstation, we do not export those orders until the shipping cost has been updated.

Select which stores to export

You may select wholesale orders from the "RoasterTools" store as well as orders imported from ecommerce platforms like your Shopify store. Any store that you are currently "importing" from in your ShipStation settings are available for export to Quickbooks.

We do recommend though that you begin initially with just wholesale orders and expand to external orders once you've got a handle on how they will be imported.

Known Issues

Updating Orders and Order Count on Cloud Cart Connector

If you select the 'Update QB Transactions" option in the Advanced tab, you will replace the existing order with an updated version. It sounds like a good idea, but a couple caveats:

  • Your existing order will be deleted and the updated RT version will be added. If you had payments or other changes made to this order, they will be lost.
  • It'll cost you an order on your "Yearly Orders" count to update an order. You could run through transactions a lot faster than you think.

Tips & Tricks

Enable logging errors

You can turn on error logging in the Advanced tab. We recommend doing this right away:

Order Previewer

If you want to see which orders may be exported, the Order Previewer is a handy feature.  

In order to view the Order Previewer, you must 

  1. Select a connection from the "My Connections" page to "Configure"
  2. Select the Reports menu item. 

3.  Click on "Order Previewer" from the list of reports
4.  Test out different "Status" and "Store" preferences on the integrations page inside RoasterTools.
5.  WARNING!  If you try to request the exact same parameters, Cloud Cart Connector will not make a new request to your RoasterTools account.  Instead, it'll use a saved version of the request - even if you changed a setting on our side.  We recommend making a small adjustment, say add or subtract a minute to the time, to force the system to make a new request.  

Did this answer your question?