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Quickbooks Integration

Candid integrates directly with Quickbooks Online to sync orders and invoices with both new and existing wholesale customers.

"Until Candid, wholesale was just painful. Now it’s finally simple and under control and we have room to grow. On top of that, knowing what our cashflow looks like has been a huge change for us."
Leah Stovel
North of West
Candid x Shopify Integration
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Sync your orders and invoices to Quickbooks.

When you complete a wholesale order in Candid, you have the option of pushing the order directly to your connected Quickbooks Online account. Changes can be synced throughout the order lifecycle, and the Quickbooks record contains a live link back to the order in Candid.

Find your customers in Quickbooks, or add new ones.

If the customer already exists in Quickbooks, Candid will make sure new orders go to the right buyer. For first time buyers, Candid will automatically create a new customer in Quickbooks and follow suit.

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Candid plus Quickbooks Online equals:

Collaborative order form

  • Build orders together with buyers
  • Integrated message system keeps conversations in one place
  • No order limit

Virtual storefront

  • Greet first-time buyers with a custom digital storefront
  • Control access to your wholesale catalog
  • Incorporate existing PDF lookbooks and line sheets, or start from scratch

Cash flow management

  • Manage payments in or out of Candid
  • Track shipments and invoices in real time
  • Send reminders for past-due invoices

...and so much more

  • Secure, integrated payments
  • Fine-grained notification routing
  • Advanced reporting with CSV exports

Ready to move wholesale online?

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"Love using Candid! It's helped me immensely streamline and organize my wholesale process! And the Candid crew are always very responsive when I've needed a helping hand!"
Rebekah Jaramillo
Rebekah J Designs

Additional Integrations

Explore the rest of Candid’s inventory, payment, and shipment integrations.

Frequently Asked Questions

Yes! We’re happy to be your one and only wholesale channel, but we also don’t mind sharing. Wholesale is hard enough as is – we don’t want to add to that!

Unlimited orders at all plan levels.

You can add as many users as you need. The primary contact defaults to the person who signed up, which you are able to change at any time.

  • We don’t replace your DTC store
  • We don’t replace your accounting software
  • We don’t replace your shipping software
  • We don’t charge order transaction fees
  • We don’t collect, share or sell personal data

We do not charge order transaction fees. Instead, we offer monthly paid subscription plans that you can read more about here. If you choose to use Candid Pay, our optional order payment processor powered by Stripe, you will be charged a small, standard processing fee which you can read more about here.

For Sellers

  • A CSV or e-commerce store from which to upload your products into Candid. We currently integrate directly with Shopify, Squarespace, and WooCommerce. We also accept CSV uploads from pretty much anywhere else, provided they have all the columns we need (product title, option, primary image, etc.)
  • A location to ship from.
  • A way to accept payments. (This can be as basic as the words “Send me a check”)
  • Ideally a computer. Candid works on mobile and tablet, but a lot of the seller features are much, much easier to use on a computer.

We are similar to a wholesale marketplace in that we are a buying and selling platform, but we are different in that Candid is primarily a tool used to manage your wholesale activities all in one place. 

 

Most marketplaces are good for discovery, but that’s about it, and they generally offer more benefits to the buyer. You also run the risk of competing with similar brands and having fewer repeat customers. Candid’s software, however, makes it easy to create and maintain relationships with your vendors – sellers get to know buyers, see order history and have direct communication. Candid will also never advertise competitors’ goods to your customers, which is the main feature of some marketplaces.

Yes! Candid supports tracking numbers from all platforms (and integrates directly with Shipstation) so your order and shipping info are synced and buyers can track their shipments.

Yes! Candid’s analytics can show you best-selling products across buyers, seasons, or any other criteria you’d like.

There’s no limit. All of the images in your DTC product listing will port over to Candid, including the primary / featured image (which you can change in Candid if you’d like).

Any new products added in your DTC product listing will sync to Candid in real time. However, they will not be added to your buyer-facing Candid catalog until you add them in. This lets you set prices, organize & add notes before making products available for wholesale, and frees you up from having to worry about your Candid catalog changing out from under you when you make changes to your DTC website.

It’s up to you! You can either have Candid “own” your wholesale inventory, or sync to a specific location in Shopify. You can read more about it here.

For Buyers

  • Reseller license.
  • A location to receive shipments.
  • A unique web address for your account (social media is fine if you don’t have a website).

There's much more that Candid can do for you.

Let’s get started.