QuickBooks
Supply'd can integrate directly to QuickBooks to automate a number of previously manual processes.
Last updated
Supply'd can integrate directly to QuickBooks to automate a number of previously manual processes.
Last updated
Functionality includes:
Automatic syncing of order invoices to QuickBooks
Automatic syncing of inventory from QuickBooks (optional)
Automatic syncing of credit card payments to QuickBooks
Automatic syncing of payments reconciled in QuickBooks
Automatic syncing of payout fees to QuickBooks.
Integrating with QuickBooks is quick and easy!
Simply click on your company name in the top right then select Settings.
In the Settings menu, scroll down and select Integrations.
Click on Add + in the top right-hand corner.
The Add Integration page will show. Click on the QuickBooks icon. You will be taken to Quickbooks where you can login and grant access to Supply'd.
After returning to Supply'd the QuickBooks Settings screen should appear.
If it doesn't appear, click on your name in the top right corner, select Settings, scroll to Integrations and select Quickbooks from the Integrations list. You can also follow these steps if you need to make changes to the settings at a later date.
Complete the fields as follows:
A reference name for this integration.
Overall settings for integration with QuickBooks.
The default income account for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
The default "Cost of Goods Sold" (COGS) account for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
The default "Cost of Goods Account" for products to be assigned to. This can be overridden at a product level. Select from the drop-down.
Toggle on to sync invoices from Supply'd to Quickbooks.
An optional prefix for Supply'd invoice numbers sent to QuickBooks.
When to sync Supply'd orders to Quickbooks. Select from the drop-down.
After Order Shipped: Will sync the orders to Quickbooks only after they have shipped.
After Order Placed: Will sync the orders to Quickbooks only after they have been placed in the system.
What account to sync credit card fees received from Supply'd to in Quickbooks. This should be a "Revenue" account. Select from the drop-down.
What account to sync payments made against these orders to in Supply'd. This is recommended to be a Supply'd clearing account for payments from invoices. This should be a "Current Liability" account with "Enable payments to this account" checked. Select from the drop-down.
The GST tax code in Quickbooks that applies to Supply'd orders. In most cases if you are set-up for GST it would simply be GST. Select from the drop-down.
The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
For other platforms, such as WooCommerce, Shopify, Square etc., toggle on and complete the fields as above. There will be an additional field for some:
Whether or not to sync historical Shopify - Shopify Store orders already created. If yes, all orders from Shopify - Shopify Store will be synced, if no only new orders will be synced. Select Yes or No from the drop-down.
This only applies to new orders since the last sync if a sync was previously active.
Toggle on to sync purchase orders from Supply'd to Quickbooks.
An optional prefix for Supply'd invoice numbers sent to QuickBooks.
An optional suffix for the supplier name when sent to Quickbooks. Quickbooks doesn't allow a customer and supplier to have the same name. If you purchase and sell from suppliers/customers with the same name it is recommended to set the suffix here to prevent syncing errors.
What shipping account to sync shipping fees to in Quickbooks. This should be an "Expense" account. Select from the drop-down.
What account to sync credit card fees paid from Supply'd to in Quickbooks. This should be an "Expense" account. Select from the drop-down.
The GST tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.
Toggle on to sync inventory totals from Supply'd to Quickbooks.
The default cost of goods account for products to be assigned to. Should match the "Default Product Asset Account". This can be overridden at a product level. Select from the drop-down.
If you would like to disconnect from QuickBooks, you can do so by clicking on your company name in the top right corner, selecting Settings, then Integrations. Select QuickBooks from the Integrations list. Click on the 3 dots in the top right corner and select Remove Integration.
You will be asked to confirm.
Click the button to add the QuickBooks integration.
