QuickBooks Online Integration

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QuickBooks Online Integration

This document will cover how Furniture Wizard can be used with QuickBooks Online.

  1. Use a manual integration process.

    1. Use reports from Furniture Wizard to get Sales, Sales Tax, Cost of Goods, and payments into QBO.

      1. Payments may be brought in using a bank feed or a summary payment entry.

    2. The timeframe of the entries can best suit the store. Daily or weekly are the most common frequencies.  

  2. Use AAATex IIF Importer for Integration.  A yearly license is required for the import tool.

    1. IIF Importer to QuickBooks Desktop and QuickBooks Online | AAATEX

    2. This method uses a file export from Furniture Wizard to import customer-level details into QuickBooks Online.

    3. Items included in the export

      1. Initial export includes Vendors (Fresh QBO setups)

        1. If a desktop QB file has been converted with vendors, I recommend removing the vendors from the initial IIF export to prevent duplicate vendors from QBO.

      2. Customers

      3. Invoices

        1. Based on the Order Date or Complete Date preference in Wizard

        2. Line item level detail, but using one generic item in QBO allows for mixed tax/nontax line items.

      4. All payments received, regardless of invoice date preference.

      5. Sales Tax

Process to use the IIF Importer