How to prepare QuickBooks Online for Unify

This article can be used to guide you in the process of getting your Quickbooks Online company file setup before it is connected to Unify.  There are several data points in QBO that need to be enabled that will be used to configure you settings within Unify.  

Login to QuickBooks Online and look for the gear icon in the top right corner.

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You then need to click on Account & Settings.

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Step 1: In the window that opens up, Click on Sales, and the on the pencil icon in the right corner of the Sales form content section. 

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Step 2: Enabling Sales/transaction data points in QBO

Enabling these data points will help you in the configuration of how Unify will create transactions, inventory, discount items, and shipping charges from orders. 

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2a. Shipping: this enables QBO to track shipping charges that in your online orders.  This will need to be enabled to properly account for the revenue from your customers that pay for shipping. 

2b. Custom Transaction numbers: enable this if you would like for your QBO transaction numbers to match your online order numbers.  

2c. Discount: this is used to record discounts from orders that originate in the online sales channels.  This enables discounts items to be utilized and the discount item in the online store can be mapped to the discount item you would like to use to track discounts in your online sales channels.  

2d. Deposit: this can be enabled if you are using invoices and need to activate the deposit to account for paid invoices or to pay an unpaid invoice. 

 

Step 3: Enabling product/inventory data points in QBO

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3a. Show Product/Services column on sales forms: enable this if you find the need to adjust any of the inventory items that are created on a transaction in QBO. 

3b. Show SKU Column: display the SKU column to your products and services.  The SKU column and the Product Name columns are interchangeable in QuickBooks Online. 

Note: it's best to decide what column (either Product name or SKU) will be used in your item matching settings within Unify.   

3c. Track quantity and price/rate: must be enabled to not only track quantity but also sync quantity/price between QBO and your online sales channels with Unify.  

3d. Track inventory quantity on hand: enabled to track available stock for each product you sell and sync that between QBO and the online sales channel. 

 

Step 4: Enable advanced settings in QuickBooks Online

In this same Account and settings area, select the Advanced tab. 

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4a. Shipping account: if you have enabled shipping in your sales form tab (as shown above), in this area you can name the specific account for the shipping revenue to display in.  

4b. Discount account: if you have enabled tracking of discounts in your sales form tab (as shown above), in this area you can name the specific account to track your discount expenses. 

4c. Track classes: this is great to enable if you have are a multi-channel seller and would like to assign a class to each online sales channel that is connected and configured within Unify. 

4d. Track locations: enable this to track multiple locations for your inventory.  This is great if you are using Amazon FBA and need to make an inventory level distinction between the inventory you physically have vs. inventory that is in another location (such as FBA or warehouse). 

 

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    alex ayotte

    Add some content

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    Allegra Mitchell

    Thank you for your feedback. This article has been updated.

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