QuickBooks App Configuration - Revision history

Admin: /* Authenticating with your QuickBooks Account */

2020-11-20T21:03:53Z

Authenticating with your QuickBooks Account

Shawn at 01:12, 18 April 2019

2019-04-18T01:12:17Z

Shawn at 01:12, 18 April 2019

2019-04-18T01:12:01Z

Admin: /* Merchant Fees */

2018-09-17T03:25:04Z

Merchant Fees

Admin: /* Merchant Fees */

2018-09-17T03:21:28Z

Merchant Fees

Admin: /* Automatic Exports */

2018-09-17T03:15:43Z

Automatic Exports

Admin: /* Manual Exports */

2018-09-17T03:06:29Z

Manual Exports

Admin: /* Manual Exports */

2018-09-17T02:57:29Z

Manual Exports

Admin: /* Initial Configuration */

2018-09-17T02:56:48Z

Initial Configuration

Admin: /* Setting up Company Data */

2018-09-17T02:50:16Z

Setting up Company Data

@@ Line 26: / Line 26: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Qbo_access3.jpg|Enter your my.MYOB credentials
+File:Qbo_access3.jpg|Enter your QuickBooks credentials
 </gallery>

← Older revision		Revision as of 01:12, 18 April 2019
Line 1:		Line 1:
−	[[Image:QuickBooks Logo Horz.png\|thumb\|~~250px~~\|right\|link=QuickBooks App Configuration]]	+	[[Image:QuickBooks Logo Horz.png\|thumb\|350px\|right\|link=QuickBooks App Configuration]]

	QuickBooks ([https://quickbooks.intuit.com/au/ https://quickbooks.intuit.com/au]) is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses with cloud-based versions that accept business payments, manage and pay bills, and payroll functions.		QuickBooks ([https://quickbooks.intuit.com/au/ https://quickbooks.intuit.com/au]) is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses with cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

← Older revision		Revision as of 01:12, 18 April 2019
Line 1:		Line 1:
−	[[Image:QuickBooks~~-logo~~.png\|thumb\|~~150px~~\|right\|link=QuickBooks App Configuration]]	+	[[Image:QuickBooks Logo Horz.png\|thumb\|250px\|right\|link=QuickBooks App Configuration]]

	QuickBooks ([https://quickbooks.intuit.com/au/ https://quickbooks.intuit.com/au]) is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses with cloud-based versions that accept business payments, manage and pay bills, and payroll functions.		QuickBooks ([https://quickbooks.intuit.com/au/ https://quickbooks.intuit.com/au]) is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses with cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

@@ Line 123: / Line 123: @@
 === Merchant Fees ===
-QuickBooks does not have a built-in method of easily dealing with payments from payment processing services where the merchant fee is deducted from each payment before it is deposited in your bank account.
+QuickBooks does not have a built-in method of easily dealing with payments from payment processing services where the merchant fee is deducted from each payment before it is deposited into your bank account.
 When a payment is processed through a payment service such as PayPal or Stripe, for example, the net amount (less merchant fee) is deposited to your PayPal or nominated bank account. If your accounting software can deal with included merchant fees, then this fee can be recorded as part of the payment details, leaving you with a net amount to be reconciled with your Bank statements. Of course, this dramatically decreases the amount of time that you need to spend reconciling all your payments with the corresponding bank deposits.

@@ Line 124: / Line 124: @@
 QuickBooks does not have a built-in method of easily dealing with payments from payment processing services where the merchant fee is deducted from each payment before it is deposited in your bank account.
 == Further Reference ==
 * [[Available Apps]]

← Older revision		Revision as of 03:06, 17 September 2018
Line 82:		Line 82:

	Finally, click '''Save''' to save your settings.		Finally, click '''Save''' to save your settings.
		+
		+	== Items and Inventory Management ==
		+
		+	If an order includes a product that has an SKU recorded, then that SKU will be used to find an associated Product or Service that has a matching SKU. If the Product has Inventory Management feature enabled, then the stock level of the item will be reduced by the amount that has been ordered.
		+
		+	In addition, the revenue for each item in the order will be posted to the QuickBooks account associated with the matching Product or Service.
		+
		+	If an item does not have an SKU recorded, or the SKU cannot be found, then all items will be matched with a default item, ''Online Sales''. If this item has not been already created in your QuickBooks account, then the item will be created when the app is connected for the first time.
		+
		+	Similarly, all revenues associated with Shipping charges will be posted to the default item, ''Online Shipping''.

	== Manual Exports ==		== Manual Exports ==

@@ Line 86: / Line 86: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Myob access8.jpg|Manual Export
+File:Qbo access8.jpg|Manual Export
 </gallery>
-You can choose to manually export all paid orders to MYOB by clicking on each of the date fields to select a date range and then click on the '''Export''' button.
+You can choose to manually export all paid orders to QuickBooks by clicking on each of the date fields to select a date range and then click on the '''Export''' button.
 All orders that have been paid within this date range will be selected for export. Test orders will not be exported. Please note that the order will only be exported if the payment date for the order falls within the nominated date range. The date that the order was created is not relevant.

@@ Line 53: / Line 53: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Myob access6.jpg|Initial Configuration
+File:Qbo access6.jpg|Initial Configuration
 </gallery>
 <gallery heights="200px" widths="200px" class="right">
-File:Myob access7.jpg|Export Settings
+File:Qbo access7.jpg|Export Settings
 </gallery>
-The MYOB AccountRight App must be configured before it can be used, in order to map the MYOB accounts to the exported data.
+The QuickBooks App must be configured before it can be used, in order to map the QuickBooks accounts to the exported data.
 The Settings page consists of a number of sections.
-; MYOB Accounts : Map MYOB Accounts to your store data
+; QuickBooks Accounts : Map QuickBooks Accounts to your store data
 ; Tax Settings : Select correct tax setting for your sales
 ; Customer Export Settings : Choose whether to export customer data
 ; Export Settings : Email Notifications and Automatic Daily Export
-You should probably ask your Accountant about the account mappings. You may need to add new accounts to MYOB, but your Accountant will be able to advise you about this.
+You should probably ask your Accountant about the account mappings. You may need to add new accounts to QuickBooks, but your Accountant will be able to advise you about this.
 Similarly, your Accountant will make sure that all of the correct Tax Codes have been defined for you, and will be able to assist you to choose the correct mappings for your store.
-You can choose to include individual customer data with each order as it is exported to MYOB. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.
+You can choose to include individual customer data with each order as it is exported to QuickBooks. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.
-By default, the app will export your paid orders to MYOB and create a paid Invoice for the order.
+By default, the app will export your paid orders to QuickBooks and create a paid Invoice for the order.
-In some cases, you may wish to export all new orders to MYOB and treat them as Orders within the MYOB software. If payments have been made for the order, then this will be exported to MYOB as well. These MYOB Orders may subsequently be converted to paid Invoices and recorded as received payments within the accounting software.
+Furthermore, an option for posting order data in real-time is also available. If you choose to send order data to QuickBooks immediately, then whenever an order is marked as paid, it is immediately posted to QuickBooks as a Paid Invoice.
 Finally, if you provide an email address, you can be sent an export summary after each export run. You can also specify that an automatic export will take place every day after midnight to export the previous day's orders.

@@ Line 45: / Line 45: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Qbo_access6.jpg|Setting up company data
+File:Qbo_access5.jpg|Setting up company data
 </gallery>