How to Set Up Quickbooks on Luminous

If you use QuickBooks to manage accounting and Luminous to manage operations, connecting the two is a no-brainer. But here's the truth: our QuickBooks integration was built outside the usual flow, so the setup isn't as intuitive as other Luminous integrations (yet).

That said—it works. And once it's live, it keeps your financials and ops fully aligned.

Below is a straightforward guide to setting it up in just a few minutes.

What This Integration Does

Connecting QuickBooks to Luminous allows you to:

• Automatically sync purchase and sales data
• Eliminate manual data entry and reduce reconciliation errors
• Keep your financials up to date in real-time

It's one of the fastest ways to clean up your backend and keep your books accurate without creating more busy work.

Step-by-Step Setup Guide

1. Go to System Settings

In Luminous, head to your System Settings page.

2. Enable QuickBooks Sync

On the right-hand side, locate the QuickBooks Settings section.
Toggle on the QuickBooks Sync switch to enable the connection.

3. Add a New Channel

Now go to the Manage Channels section and do the following:

• Click Add Channel
  
  
• Name the channel something like QuickBooks
  
  
• Leave all the other configuration fields empty
  
  
• Click Save
  

⚠️ Yes, you’re saving a blank channel on purpose. It’s a required step for the integration handshake.

4. Authenticate with QuickBooks

Once the channel is saved:

• Click the ellipsis (three dots) next to your new QuickBooks channel
  
  
• Select Renew QuickBooks Tokens
  

This will open a login modal. If you're already signed into QuickBooks, it will take you directly to your list of companies.

5. Choose Your Company and Authorize

• Select the appropriate company from your QuickBooks account
  
  
• Click Next to complete the connection

You're now connected.

What Happens After Setup

Once connected, Luminous will:

• Sync your sales and purchase orders with QuickBooks
  
  
• Map order data directly to the correct accounts
  
  
• Keep your inventory and COGS aligned with accounting

Everything flows automatically in the background—no more CSVs, no more double entries.

Pro Tips

• Set it and forget it: Once linked, the sync runs without needing manual oversight.
  
  
• Use naming conventions: Keep the QuickBooks channel name clean for easier reporting.
  
  
• Double-check account mappings: Make sure your Luminous SKUs and financial categories match up in QuickBooks.

What’s Next

We’re currently rebuilding this integration to align with our modern connector framework. The result will be:

• Faster setup
  
  
• More customization
  
  
• Tighter sync logic

Until then, this guide gives you everything you need to go live today.

Need Help?

Want your ops and accounting to finally talk to each other? Luminous + QuickBooks = clarity, speed, and zero manual effort. If you’d rather have our team walk you through it, we’re happy to help. Book a demo today.