QuickBooks Desktop

The connector has two phases of data transfer:

1) The Initial transfer which transfer all the records from last 20 years of Products and Customers and 1 day before records of Invoices.  The full transfer of invoices can be requested individually as special request. When using the QuickBooks Web Connector, customers have to click on update by selecting the application unless it says ‘no more records found’.

2) The daily transfer - this executes a midnight push of all records to the queue that occured on that day and transfers it. As all the records follow the queue, the length of time it takes to complete the transfer is dependent on the volume of the data and can take up 12 hours. If any invoices fail to go through, we can manually push these invoices across if you provide us with the invoice IDs.

Using the QuickBooks Web Connector customers have to click on update by selecting the application unless it says ‘no more records found’.

 

Customer Fields:

We transfer the following fields to QuickBooks:

  • Customer Name (First Name and Last Name are concatenated and Post Code also if the customer selects “Yes Add Post Code In Customer Name” on the settings/configuration screen )
  • Email Address
  • Phone
  • Mobile
  • Billing Address
  • Address Line 1
  • Address Line 2
  • City
  • Country
  • State
  • Zip Code/ Post Code

Requirements and conditions to successfully transfer the customer to QuickBooks:

  1. First Name, Last Name and Email Address are required.
  2. As QuickBooks needs a unique First Name and Last Name for every customer, in order to make customers unique we concatenate the postcode of your customer to the last name if you select “Yes Add Post Code In Customer Name” from the settings/configuration screen .
  3. When a customer is created on QuickBooks we save the QuickBooks customer ID against the Veeqo customer ID as a one to one relation so that we can avoid duplication and update the records.
  4. If any of the required fields of First Name, Last Name and Email Address are not synced from Veeqo, we will use your customer’s unique ID from Veeqo to fill the required field to have a successful transfer. E.g: In case of Email Address we will use 1234567@veeqo.com. (Coming Soon)
  5. Due to a character limitation on QuickBooks we are only able to transfer 41 characters in the Customer Name field.

Product Fields:

We transfer the following fields to QuickBooks:

  • Name (Depending on the settings chosen “Yes, use Product SKU as Product Name” on the settings screen we transfer SKU in the Name field)
  • Purchase Description (We insert the product full title from Veeqo)
  • Sales Description (We insert the full product title from Veeqo)
  • Purchase Cost (cost_price)
  • Sales Price (Price)
  • Manufacturer Part Number (Product SKU)
  • Quantity On Hand
  • SalesTaxIncluded (True/False dependent on the tax_rate value from Veeqo)
  • Asset Account Reference (Selected from setting/configuration form by default its “Stock”)
  • COGS Account Reference (Selected from setting/configuration form by default its “Cost Of Goods Sold”)
  • Income Account Reference (Selected from setting/configuration form by default it is “Consulting Income”)

Requirements and conditions to successfully transfer the product to QuickBooks:

  1. As QuickBooks use name as unique identifier so make name unique we have provide an option on the settings/configuration form to use “Yes, use Product SKU as Product Name” to avoid duplication and overcome the the length restriction of 41 characters.
  2. As QuickBooks is for only accounting so we are not transferring the description of products. So we are using description field to transfer product full title.
  3. When product is successfully created in QuickBooks we save the QuickBooks Product ID returned by QuickBooks as one to one relation with Veeqo Product Id so that we can check if product need to be updated or created.
  4. If Quantity of the product updated at Veeqo then because of the daily sync process that updated Quantity will be transferred to QuickBooks. (In future no more tracking of Inventory on QuickBooks side ) (Need Implementation)
  5. Income Account required which can be selected by settings/configuration form if it is not selected then default “Consulting Income” account will be used.
  6. Asset Account required which can be selected by settings/configuration form if it is not selected then default “Stock” account will be used. By default this account is not exist so we need to create it before start the data transfer.
  7. Cost Of Goods account required which can be selected by settings/configuration form if it is not selected then default “Cost of Goods Sold” account will be used. By default this account is not exist so we need to create it before start the data transfer.

Invoice Fields:

We transfer the following fields to QuickBooks

  • Line Items
  • Description (The product title/name)
  • Amount (Price * Quantity)
  • Item Full Name (The product title/name or SKU)
  • Quantity
  • Customer Full Name (First Name and Last Name are concatenated and Post Code also if customer select “Yes Add Post Code In Customer Name” using settings/configuration screen )
  • Billing Address
  • Address Line 1
  • Address Line 2
  • City
  • Country
  • State
  • Postal Code
  • Custom Field as Other (Where order came from/ Channel e.g ebay, magento By default the invoice template do not display this field so you have to enable it by going to “Manage Templates” and checked on “Other” to display it on front)
  • Txn Date (Invoice Created Date)
  • Shipping Address
  • Address Line 1
  • Address Line 2
  • City
  • Country
  • State
  • Postal Code

Requirements and conditions to successfully transfer the invoice to QuickBooks:

  1. When invoice is successfully created in QuickBooks we save the QuickBooks Invoice ID returned by QuickBooks as one to one relation with Veeqo invoice Id so that we can check if invoice need to be updated or created.
  2. As customer is required to be associated with invoice. For any reason if customer not exist in QuickBooks the invoice will not be transferred. If that's the case then provide the invoice Ids and we can look at it. We are also working on feature which will provide an interface to push the single order again to queue.
  3. Product is required and depending on the settings given “Yes, use Product SKU as Product Name” on settings screen we transfer SKU in Name field. For any reason if product not exist in QuickBooks the invoice will not be transferred. If that's the case then provide the invoice Ids and we can look at it. We are also working on feature which will provide an interface to push the single order again to queue.

 

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