Working With QuickBooks Online

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Ventipix Asset & Inventory Manager platform provides several ways to interact with QuickBooks Online.

You should first connect your account to QuickBooks.

Importing inventory data

You can import your inventory data from your QuickBooks account to your Ventipix Asset & Inventory Manager account.

From the Manage Inventory page, click on the Import From Apps button, then choose Import From QuickBooks in the prompt that will be displayed.

Once you’ve done that, and followed further prompts, if displayed, all your inventory will be shown on the Manage Inventory table.

Syncing inventory data to QuickBooks

You can sync changes that you make to your inventory data from your account back to QuickBooks.

Before syncing Inventory data, ensure that QuickBooks settings have been set up properly.

From the Manage Inventory table, go to Options > QuickBooks Settings.

On the new page, the correct values for Income Account, Expense Account, and Asset Account needs to be selected.

Refer to the comments beneath the dropdown fields.

If you then want the inventory that you create, update, or delete in your account to be synced back to QuickBooks Online, choose “Yes”, in the appropriate dropdown menu.

Note – for updates or deletion to occur, you should either have previously imported your QuickBooks’ inventory data or had the platform create them.

Only these custom fields can be synced: Unit Price, Product Name, Product Description, SKU, Purchase Cost, Reorder Point, and Quantity.

Syncing inventory adjustment

If you also want the platform to sync inventory quantity changes, choose “yes” on the Increment Inventory Quantity and Reduce Inventory Quantity dropdown options.

Importing purchase order data

The platform can import purchase order data which can then be used to track deliveries of the items ordered, and their subsequent movement or status.

From the Purchase Orders page, click on the Import From QuickBooks button.

Once imported, the data will be shown on the Purchase Orders table.

Syncing purchase order status

You can update your purchase order’s status from your account.

From the Options section, go to QuickBooks Settings.

On the new page, scroll down towards the Purchase Order section.

Syncing inventory and purchase order data from QuickBooks

If you want the inventory and purchase order changes that you make on QuickBooks to also show on your Ventipix Asset & Inventory Manager, set these options shown below to “Yes”.