Inventory System – Quickbooks Integration Settings
“There are many different use cases for how QuickBooks Online and our Inventory System can work together. A typical scenario, which highlights some of the more common things, is described here in this video.
QuickBooks manages the financial aspects, while our Inventory System manages the warehouse and inventory control tasks. What this means, is your accounting person will manage the entities directly in QuickBooks Online as they normally do. Specifically with regards to defining accounts, and setting up costs and prices, including things such as products and services, customers, and vendors.
And your warehouse staff using our Inventory System will manage the two main inventory tasks of receiving in product, and picking and pulling product to be sold and shipped. The integration sync between the two systems handles the formerly manual QuickBooks Online tasks that are related to the two previously mentioned transactions. By receiving inventory, our Inventory System will create the QuickBooks Online bills, and by issuing inventory, our Inventory System will create the QuickBooks Online invoices.
The workflow would look like this. For products and services, QuickBooks Online products and services would sync to our Inventory System. For purchasing and receiving, QuickBooks Online vendors and purchase orders sync to our Inventory System. Receiving product into our Inventory System would then sync over to QuickBooks Online and create the bill. For sales, picking, pulling, and shipping, QuickBooks Online customers would sync over to our Inventory System. Issuing to the customers from our Inventory System would then sync over to QuickBooks Online to create the invoices.
Please note that this scenario is the default implementation, but our Inventory System allows you to control the directional nature of data syncing allowing bi-directionality between QuickBooks Online and our Inventory System when needed. And that workflow, with directional sync arrows, is the guideline for configuring the QuickBooks Online/ Inventory System integration. Specifically in our Inventory System, you would go to admin, system configuration, QuickBooks Online integration, where you can press the edit settings button and change your connection criteria.
To view a live demonstration of our Inventory System and for assistance with our Inventory System’s QuickBooks Online integration, please contact us today!”