Sync FoodStorm catering orders to accounting via QuickBooks or Xero

domain: docs.instacart.com/foodstorm · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Confirm which accounting integration (QuickBooks or Xero) is enabled on the FoodStorm account
  2. Authorize the accounting platform connection
  3. Confirm order/invoice field mapping between FoodStorm and the accounting system
  4. Finalize a catering order in FoodStorm
  5. Verify the corresponding invoice/transaction appears in the accounting platform

Known gotchas

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