QuickBooks Online Setup for Amazon Sellers: Complete Configuration Guide

QuickBooks Online Setup for Amazon Sellers: Complete Configuration Guide

Step-by-step QB Online setup for Amazon FBA sellers. Learn chart of accounts, Amazon integration, bank connections, and best practices for accurate seller accounting.

Why QuickBooks Online for Amazon Sellers?

QuickBooks Online is the gold standard for Amazon seller accounting because:

  • Native Amazon integration: Official app syncs settlement data automatically
  • Multi-channel ready: Track multiple platforms (Amazon, Shopify, eBay) in one system
  • Cloud-based: Access from anywhere; automatic backups
  • Mobile app: Track expenses on the go
  • Tax-ready: Generates all reports needed for tax filing
  • Scalable: Works for $50K or $5M revenue

QB Online Plans & Which to Choose

PlanCost/MonthBest ForKey Limits
Self-Employed$15Solo seller (no employees)1 user; basic features
Essentials$30Growing sellers ($100K+)3 users; unlimited invoicing
Plus$60Established sellers ($500K+)5 users; time tracking; projects
Advanced$180+Enterprise (multi-million)Unlimited users; custom automations

Recommendation for Amazon sellers: Start with Essentials ($30/month). Gives you enough functionality and user seats if you hire help.

Step-by-Step QB Online Setup

1Create QB Online Account

  1. Go to quickbooks.intuit.com
  2. Click "Start Free Trial" (30 days free)
  3. Enter email and create password
  4. Choose business type: "Online seller" or "Retail business"
  5. Enter company name (e.g., "YourName LLC")
  6. Select industry: "Other" (Intuit doesn't have Amazon-specific)
  7. Fiscal year: Calendar year (Jan 1 - Dec 31) is standard

2Basic Company Information

QB asks for company info. Fill in accurately:

  • Legal business name: Exactly as on business registration/tax forms
  • Legal address: Your physical business address (or home if home-based)
  • EIN: Your business tax ID (optional but recommended)
  • Email: Business email for correspondence

3Customize Chart of Accounts

QB creates default accounts. Delete/rename to match Amazon selling:

  • Delete: "Loan account" (not needed)
  • Keep & rename key accounts (see next section)
  • Add Amazon-specific accounts

4Connect Bank Account

  1. Go to Accounting → Chart of Accounts
  2. Click "+ New" button
  3. Select "Bank" account type
  4. Name: "Bank - [Institution Name] - [Last 4 digits]"
  5. Save and link to your actual bank account

Setting Up Your Chart of Accounts

Asset Accounts (What You Own)

  • Bank - Business Checking (link to your actual bank account)
  • Bank - Business Savings (if separate account)
  • Inventory - Raw (products awaiting shipment to FBA)
  • Inventory - FBA (products in Amazon fulfillment centers)
  • Amazon Reserve (cash held by Amazon)

Liability Accounts (What You Owe)

  • Accounts Payable - Suppliers (invoices from suppliers)
  • Credit Card - Business (link to actual credit card if used)
  • Sales Tax Payable (if collecting sales tax)

Income/Revenue Accounts (Money In)

  • Amazon FBA Revenue (gross sales from FBA)
  • Amazon FBM Revenue (if using FBM)
  • Shopify Revenue (if multi-channel)
  • Other Revenue (direct sales, etc.)

Cost of Goods Sold (COGS)

  • COGS - Product Cost (supplier invoices)
  • COGS - Freight & Tariffs (international shipping)
  • COGS - Packaging & QC (materials & inspection)

Operating Expenses - Amazon-Specific

  • Amazon Referral Fees (commission taken by Amazon)
  • Amazon FBA Fulfillment Fees (per-unit fulfillment)
  • Amazon Storage Fees (monthly/long-term storage)
  • Amazon Removal Fees (inventory removal costs)

Operating Expenses - Marketing & Advertising

  • Amazon Ads (PPC) (sponsored product campaigns)
  • Advertising - Google Ads (external advertising)
  • Advertising - Social Media (Facebook, Instagram, TikTok)

Operating Expenses - Business Subscriptions

  • Software - QuickBooks
  • Software - Inventory Management (Stitch Labs, etc.)
  • Software - Keyword Research (Helium 10, Jungle Scout)
  • Software - Email Marketing (Mailchimp, etc.)

Operating Expenses - Professional Services

  • Accounting & Bookkeeping
  • Legal Services
  • Consulting & Coaching

Operating Expenses - Miscellaneous

  • Office Supplies
  • Equipment (Under $2,500)
  • Insurance
  • Shipping & Postage (if FBM)

Total accounts for average seller: 30-40 accounts (more is okay, but don't over-segment)

Installing the Amazon Integration

Step 1: Access QB Apps

  1. In QB Online, go to Apps menu (left sidebar)
  2. Click "Find Apps"
  3. Search "Amazon" or "Seller Central"
  4. Select "Amazon by Intuit" (official app)

Step 2: Authorize Amazon

  1. Click "Install" on Amazon app
  2. You'll be redirected to Amazon Seller Central login
  3. Log in with your Seller Central credentials
  4. Amazon asks for permission to share settlement data with QB
  5. Click "Authorize" to confirm

Step 3: Map Amazon Accounts

  1. Select which Amazon seller accounts to sync (if multiple)
  2. Map to QB bank account (the one receiving Amazon deposits)
  3. Choose sync frequency (automatic daily recommended)
  4. Save settings

Step 4: First Sync

QB automatically pulls your Amazon settlement history (typically last 90 days). This creates journal entries for:

  • Sales revenue
  • Referral fees
  • FBA fulfillment fees
  • Bank deposits

What the Integration Tracks

  • ✓ Daily sales by product
  • ✓ Referral fees (by category %)
  • ✓ FBA fulfillment charges
  • ✓ Storage fees
  • ✓ Refunds & chargebacks
  • ✓ Reserve held amounts
  • ✓ Net payout to bank

⚠️ Important Note on Integration

The Amazon app is good but not perfect. After initial setup:

  • Review first month's data carefully
  • Verify referral fees calculated correctly
  • Ensure refunds are properly recorded
  • Reconcile to Amazon Settlement Report manually
  • Catch any missed or double-counted transactions

Connecting Your Bank Account

Linking Your Bank

  1. In QB, go to Accounting → Chart of Accounts
  2. Find your bank account (e.g., "Bank - Chase - 5678")
  3. Click "View Register" (three dots menu)
  4. Click "Link Account"
  5. Select your bank from the list
  6. Log in with online banking credentials
  7. QB imports last 90 days of transactions

Automatic Transaction Matching

Once linked, QB automatically imports:

  • Amazon deposits: Matched to Amazon payout
  • Supplier payments: Matched to bills
  • Credit card payments: Matched to payments

Monthly Bank Reconciliation

  1. First day of month, go to Accounting → Reconcile
  2. Select account to reconcile
  3. Enter ending balance from bank statement
  4. Mark off transactions that appear on statement
  5. Account for outstanding checks/deposits
  6. Click "Finish"

Do this monthly: Catches errors early; ensures accuracy

Best Practices for QB Setup

✓ Use consistent naming: All accounts should be clearly named (e.g., "Amazon Referral Fees" not just "Fees")

✓ Create classes (optional but helpful): Tag transactions by channel (Amazon, Shopify, etc.) for profitability by platform

✓ Set up monthly reminders: Reconcile on same day each month (1st or 28th)

✓ Archive old accounts: Delete test accounts; keep only active ones

✓ Add description to transactions: Future-you will appreciate knowing why transactions occurred

Common QB Setup Mistakes

  • Not separating COGS from operating expenses: Results in inflated profit. Use distinct accounts.
  • Mixing personal and business: Complicates reconciliation. Use only business account.
  • Too many accounts: Creates confusion. Aim for 35-45 total; consolidate similar items.
  • Not reconciling monthly: Errors compound; harder to find mistakes
  • Skipping Amazon integration: Manual entry is time-consuming and error-prone
  • Not tracking by ASIN: QB can't easily track profit per product (need external tool for that)
  • Paying for upgrades you don't need: Essentials tier is usually sufficient

QB Online vs Xero vs Wave

FeatureQB OnlineXeroWave
Amazon Integration✓ Official app✓ Official app✗ Manual only
Cost (Basic)$30-60/month$13/month$0 (free tier)
User Limit3-5 usersUnlimited3 users
Mobile App✓ Full featured✓ Full featured✓ Basic
Best ForAmazon-only sellersMulti-channel sellersUltra-budget startups

Recommendation: QB Online for Amazon-focused sellers. Xero if you plan to scale multi-channel. Wave if you have tight budget (sacrifice some automation).

After Setup: Monthly Routine

  1. Day 1-5: Reconcile bank account
  2. Day 5-10: Download Amazon Settlement Report; verify QB matches
  3. Day 10-15: Categorize uncategorized transactions
  4. Day 15-20: Record any manual entries (non-automated expenses)
  5. Day 20-25: Run P&L report; analyze for anomalies
  6. Day 25-28: Close month; verify all accounts balanced

Budget 2-4 hours per month for bookkeeping if doing it yourself. Hiring someone: 5-10 hours/month at $15-25/hour = $75-250/month.

Summary: QB Setup Checklist

✓ Account Creation: Self-Employed or Essentials tier selected

✓ Chart of Accounts: 35-45 accounts created and named clearly

✓ Bank Connection: Business bank linked to QB; auto-sync enabled

✓ Amazon Integration: Seller Central connected; settlement data syncing

✓ Monthly Routine: Reconciliation and close process documented

Result: Accurate, automated accounting ready for tax filing and business analysis

Frequently Asked Questions

Excel works for first 6 months if revenue under $20K. But QB is better long-term. Automatic reconciliation, tax reporting, and integration with tax software save hours. QB Essentials ($30/month) pays for itself in time saved.
Yes. If you have multiple seller accounts, install Amazon integration for each. Map each to separate QB bank accounts (or consolidate if depositing to same account). QB will combine the data.
Mostly automatic. Amazon app syncs daily settlement data (sales, fees, deposits). You still need to manually categorize some transactions and record non-Amazon expenses (ads, software, etc.).
This occasionally happens. First, verify the date ranges match. Then manually reconcile: settlement totals vs QB totals. If discrepancy exists, check for missing transactions or incorrect fee calculations. Contact QB support if unresolved after investigation.