If you’re putting your orders through the system already, make sure all are posted before enabling QuickBooks.
From your Account Settings, enable Accounting Integration and select QuickBooks.
Refresh the page
A new menu item under your name in the main navigation will appear called QuickBooks Connect (should be the last option)
Click Connect to authenticate with QuickBooks
Once authenticated, you’ll be pushed back to DTD and another menu item will now be visible under Operations called “Product Sync”
Click on Product Sync to synchronize your LCBO/TBS/Direct products with QB Items. - This is important. Once you have enabled QuickBooks integration, the products available in Order Forms are ONLY the products that you have synced. If no products have been synced, your order forms will be empty. This is because Order Forms will now use QuickBooks Items (SKUs) and not LCBO/TBS/Direct SKUs. The system needs to compile QuickBooks Items so it knows pricing to create an invoice.
Select your LCBO/TBS/Direct products on the left, assign the packaging size you sell them in and the desired tax rate, and start typing in the right column the name of the QuickBooks product to associate it with. DTD autocompletes QuickBooks Items from your QuickBooks account. You can additionally add a Bundle Item (typically used for Can Deposits here with Zero-Rated Tax). Please note: the Bundle Item quantity is multiplied by the configured Number of Containers in an associated Direct Product or the number of containers defined by the retailer if no Direct Product is associated. Click “Sync” when done.
Now when orders are placed, DTD will reference QuickBooks item numbers in the Order.
Sales staff now can create Orders WITHOUT being connected to QuickBooks - they do not need to log in to QuickBooks.
Back office staff will now need to Connect to QB (as in step #5) before they post an order.
Opening up an order in the View Orders page will now have a green “Post to QuickBooks” button next to “Post Manually”
Clicking on “Post to QuickBooks” will generate an invoice in QuickBooks and mark the order as posted.
You can also generate a Packing Slip by selecting the checkbox next to the Order and then clicking on the Packing Slips button on the left. You can choose multiple orders to generate one large PDF.
QuickBooks Integration is not available for the desktop or enterprise versions.
QuickBooks imposed restrictions: Only QuickBooks users who have master and company admin privileges in the QuickBooks Online company will be able to subscribe to a connected application. Once enabled, any DigThisData user with appropriate permissions can use the QuickBooks connection using their own credentials.