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!

 

Connect To QuickBooks

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.


QuickBook Settings


Complete the fields as follows:

  • Integration Name - A reference name for this integration.


General Settings

Overall settings for integration with QuickBooks.

  • Default Product Income Account - The default income account for products to be assigned to. This can be overridden at a product level. Select from the drop-down.



  • Default Product Expense Account - 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.



  • Default Product Inventory Account - 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.

 

Sync Supply'd Orders?

Toggle on to sync invoices from Supply'd to Quickbooks.

  • Supply'd Invoice Number Prefix - An optional prefix for Supply'd invoice numbers sent to QuickBooks.

  • Sync Supply'd Orders - 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.

  • Supply'd Credit Card Fees Account - 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.



  • Supply'd Payment Account - 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.



  • Supply'd GST Tax Code - 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.



  • Supply'd GST Free Tax Code - The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.


Syncing Other Platforms

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:

  • Sync Historical Shopify Store Orders - 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. This only applies to new orders since the last sync if a sync was previously active. Select "Yes" or "No" from the drop-down.

 

Sync Purchase Orders

Toggle on to sync purchase orders from Supply'd to Quickbooks.

  • Supply'd Purchase Order Prefix - An optional prefix for Supply'd invoice numbers sent to QuickBooks.

  • Supplier Name Suffix - 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.

  • Shipping Expense Account - What shipping account to sync shipping fees to in Quickbooks. This should be an "Expense" account. Select from the drop-down.



  • Credit Card Fees Expense Account - 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.



  • Purchase GST Tax Code - The GST tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.



  • Purchase GST Free Tax Code - The GST free tax code in Quickbooks that applies to Supply'd orders. Select from the drop-down.


Sync Inventory 

Toggle on to sync inventory totals from Supply'd to Quickbooks.

  • Inventory Account - 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.

 

Save

Click "SAVE"  to apply the settings.

Disconnecting from QuickBooks

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.