Quickbooks

 

QuickBooks is a line of business accounting software designed to manage payroll, sales and other needs of a business.

Quickbooks configuration
Export of orders to Quickbook

Quickbooks configuration

The Quickbooks settings page lets you to configure the Quickbooks export settings:

Click Update after you are finished making changes. The new Quickbooks settings will be saved, and you will be able to export orders using the required Quickbooks settings.

Click Close to leave the Quickbooks page.

Here is a short description of Quickbooks options:

Taxes account name

The name of the income account you use to track taxes. The type of this account should be INC. *

Product account name

The name of the income account you use to track product sales. The type of this account should be INC. *

Shipping account name

The name of the income account you use to track shipping cost. The type of this account should be INC. *

Inventory account name

The name of the asset account for the inventory items. *

COGS account name

The name of the COGS account for the inventory items. *

Global discount account name

The name of the income account you use to track global discounts. *

PromoCode discount account name

The name of the income account you use to track promocode discounts. *

Quantity Discount account name

The name of the income account you use to track quantity (wholesale) discounts. *

The minimum quantity of inventory items

The minimum quantity of inventory items you want to keep in stock at any time.

Order prefix

Order number prefix for identifying transactions in Quickbooks.

* If the account is a subaccount, the account's name includes the names of the parent accounts, beginning with the highest level account. Use a colon (:) to separate subaccount names.
 
Exporting orders to Quickbook

You can export selected orders or all orders to the Quickbooks format (.IIF) by using the Orders tab in the Admin zone.

To export all orders, click the Export All to Quickbooks button.

If you want to export selected orders, select their corresponding checkboxes on the right-hand side and click the Export to Quickbooks button.

You will see the Export Orders to Quickbooks window.

Click the Start button to begin the orders export process (or click the Settings button if you need to change Quickbooks settings):

You will see the export progress bar and a disabled Download button:

The Download button will be enabled only after the Quickbooks export file generation is complete.

When the export process is finished, click the Download button and save the "orders.iif" file to any folder on your local computer.


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