Do's and Don'ts of Quickbooks

October 01, 2024October 01, 2024

QuickBooks Desktop for Windows is the only supported option right now.

We also integrate with Quickbooks Online, but for the QB Desktop integration, we do not integrate with the version for Mac at this time (this is because the Intuit QB Connector app does not support Mac).

How to Set Up Your QuickBooks Connector Step One: Sales Taxes.

 

We DO Export

- Transaction Data (Sales Receipts, Accounts Receivable, Taxes, Shipping, Gift Cards, etc)

- Cost of Goods Sold (we DO support splitting COGS by departments)

- Income (currently lumped together as a single total)

- Vendor Bills (we only do this for Completed ROs)

 

We DON'T Export

- Full Inventory Value or Product Inventory Edits

- Customers (no individualized data by customer name, everything is lumped under one customer record)

- Accounts Receivable Edits (we only export when it deals with a transaction, not customer profile edits)