santahas.blogg.se - Quickbooks point of sale inventory adjustment

You can select to sync all branches at once, or sync specific branches.The sync can be done for a single business date at a time, you can't select a date range.The sync is divided into there sections, Sales Sync, Inventory Sync, and House Account Sync You can access the integration settings through This Page, you can add it in your browser favorite bar for easier and quicker access The sync section is available in the integration settings page. Note: If you kept an object with no mapping (empty box), the integration will not be able to send dataĪfter doing all the needed mapping, you can now sync data with QBO Foodics Sales item will be linked to the Sales item you created in QBOĤ- Do this for all objects, DON’T leave any object with no mapping (empty box) Items, click Edit on the top right of the sectionĢ- For each object in the section, click on the box against itģ- Select the appropriate resource from QBO, e.g. Please ensure you have configured your QBO company as shown Here before enabling the integrationįollow below steps to enable the integrationġ- Sign in to your Foodics account at /loginĢ- Navigate to Marketplace page –> Search for QuickBooks under Accounting –> Click InstallĬlick Authorize App To Access My Account to proceedĬlick Cancel Authorization if you want to cancel the processĤ- After clicking Authorize App To Access My Account, you will be taken to QBO to connect to your QBO companyĥ- Sign in to QBO if not already signed in, select QBO company that you want to connect to (in case you have more than one QBO company)ħ- You will be taken to the integration settings page as shown below, where you can configure and use the integrationĪfter creating all the needed resources in QBO as explained above, go to the integration settings pageġ- For each section, e.g. If variance quantity is negative (new item quantity is lower than original item quantity): If variance quantity is positive (new item quantity is higher than original item quantity):

When you transfer items from branch A to branch B, items that are not yet received by branch B will be stored in this accountġ- From QBO dashboard –> Accounting –> Chart of accountsģ- Select an Account Type and Detail Type, add a Name to it, as illustrated in below imageĭo this for the four inventory accounts mentioned above Inventory Entries Pending transfers: Stores the cost of inventory items that are pending receiving.Inventory adjustment: Stores the cost of lost/damaged/wasted inventory items.

Cost of goods sold: Stores the cost of consumed inventory items.

Inventory: Stores the cost of all inventory items.

These accounts are used for bills and journal entries as described in the Inventory Entries section. You should create one payment method in QBO for each payment method defined in your Foodics accountġ- From QBO dashboard –> Click the Gear Icon ⚙ on the top right –> All listsĭo the same for each payment method in your Foodics account Inventory Accounts Check the box I sell this product/service to my customers., and make sure to select an Income accountĥ- Don’t choose a category, don’t insert a selling price, and don’t check the I purchase this product/service from a vendor boxīelow is a sample of how you should add the items in QBOĭo the same for each payment method in your Foodics account Payment Methods

Gift Cards Item: holds the net amount of sold and used gift cardsĢ- From the lift side menu, Go to Sales –> Products and services –> Click Newģ- Select Non-inventory, if you select another type, the integration will not workĤ- Fill the Name field.

Discounts Item: holds the total amount of discounts.

Rounding Item: holds the total amount of rounding.

Charges Item: holds the total amount of charges.

Sales Item: holds the total amount of net sales.

You need to map these items in order for the integration to know where to send the sales data When you sync sales from Foodics to QBO, the sync creates an invoice in QBO. We recommend that you first create all needed resources in QBO before enabling the integration and starting doing the mappingįollow bellow points for detailed explanation on each mapping section Items This can be done by creating resources in QBO then link them to Foodics QBO Integration in the integration settings page The integration requires you to do mapping between Foodics and QBO for certain entities. This guide helps you to setup and run the integration with QuickBooks Invoices will have associated payments based on your payment methods.įor inventory, a bill or a journal entry is created depending on the inventory transaction type. It makes one sales invoice per branch per day. The QuickBooks (QBO) integration provides a way to sync your sales and inventory transactions to your QuickBooks Online account.