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This is a good starting point before you connect Garde to QuickBooks. Below you’ll find terminology context, key settings to be aware of, and links to detailed setup guides.

Terminology: Garde vs. QuickBooks

Garde and QuickBooks use different names for the same things:
GardeQuickBooks
Orders (invoices)Bills
Sales EntriesJournal Entries
Inventory EntriesJournal Entries

Sync Options

Under your Integration Settings in Garde (Accounting > Setup > Integrations tab), you have the following sync options for each transaction type:
  • All Available — Syncs all transactions with a “Ready” or “Pending” status.
  • Only Selected — Syncs only transactions you’ve manually marked as “Pending.”
  • Pause Temporarily — No transactions of this type will be pushed to QuickBooks.
You only have access to these settings after the first successful sync.

Classes

For each Class line item option, you can only choose one class per transaction type per location. Each Garde unit can have a different class assignment for:
  • Invoices → QB Bills
  • Sales Entries → QB Journal Entries
  • Inventory Entries → QB Journal Entries

QuickBooks Desktop: Company File Path

If you use QuickBooks Desktop, it’s best practice to add the file path of your Company File in Garde. This ensures syncs go to the correct file. If you have multiple Company Files, the Web Connector checks the open file’s path against what’s stored in Garde before syncing.

Accounting Setup in Garde

When you connect QuickBooks, you’ll work through the five tabs under Accounting > Setup in Garde:
  1. Integrations — Connect your QuickBooks account and manage sync settings.
  2. Invoice/Bill Accounts — Link payable and bank accounts for vendor invoices.
  3. Category Accounts Mapping — Match Garde categories to your chart of accounts for inventory and COGS entries.
  4. Sales Mapping — Map exported sales journal lines to your QuickBooks accounts.
  5. Delivery Mapping — Map delivery journal accounts to your chart of accounts.

Setup Guides

Further Reading

Want more personalized support? Our professional services team offers QuickBooks setup support and other accounting services. Learn more about our services or schedule a consultation.