Setup how orders are posted into QuickBooks


Notes:

1. All values in the drop-down menus get populated with values based on your QuickBooks Company file. If any values are blank, please add them in QuickBooks and then Download Settings again.


 

See the video below to learn more:

 

 

Use this screen to specify transaction information for your online orders.

 

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1) How do you record orders into QuickBooks

 

eCC supports Invoices, Sales Receipts, Sales Orders and Estimates. Select the transaction type and the remaining options will change accordingly.

Same Transaction Type for All Orders: Use this setting if you'd like to post all orders the same way. Select Transaction Type and click on the Setup button to specify details for each transaction type.

 

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Different Transaction Type based on Payment method: If your online store uses multiple payment methods and you want to specify a different type of Transaction in QB, use a different deposit account or other settings, then select this option. You can click on the setup button to specify settings for each transaction type. You can select multiple transaction types and specify a condition for posting based on the payment method obtained in the online store. One of the transaction types must always be configured as the default by selecting the "Anything Else" option in the Payment Method drop down menu. Each transaction type selected has to be individually setup as well.

 

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Different Transaction Type based on order status: If your online store uses multiple order statuses. you can select this option and setup each order status with a different transaction type. One of the transaction types must always be configured as the default by selecting the "Anything Else" option in the Payment Method drop down menu. Each transaction type selected has to be individually setup as well.

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Display Options

 

The display options allow you to select what information will be displayed as line items on the transaction in QuickBooks.

 

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Transaction numbering: There are 2 options to manage transaction numbers in QuickBooks:
Use QuickBooks generated numbers
Use Online store order numbers
Set transaction Date as: You can Set Transaction Date as the Order Date, Ship Date or the Date of Posting to QuickBooks
Item Description: Configure how you would like to display the item description in your QuickBooks transaction. You have the option to use the QuickBooks description, Online Store Name, Online Store Name + Product Options or Online Store Description + Product Options.
Memo Settings: Select what you would like to post into the Memo field of the transaction.
Overwrite Ship Date: You can choose the particular ship date to be used for the transaction.
Display Options: Check mark whether you'd like to add the order notes, shipping details and/or payment details as line items in the transaction. You can also enable eCC to post the same order multiple times to Quickbooks.

 

2) Enable Purchase Orders

 

If you would like eCC to automatically generate Purchase orders for your transactions, you can enable it on the settings screen. Please note that Purchase Order Creation is supported in US only! In this step, you also have the option to enable eCC to post orders multiple times to QuickBooks.

 

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Once Purchase Orders are enabled, an additional tab  appears to configure Purchase orders:

 

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Setup Purchase Order: Click on this button to specify settings for Purchase Orders.
Specify when to create Purchase Orders: Select whether eCC should create a PO for all orders, only for orders where items are out of stock (eCC will check for 'Products' in QuickBooks and determine whether to create the PO) or for items marked as Drop-ship (you can manually mark items as Drop-ship using the 'Products' screen of eCC).
Specify how to create Purchase Orders: Select whether eCC should create separate PO for each item in the order or Group the items which have a common vendor. You can also create purchase orders grouped by vendors for a particular order.
Purchase Order Options: Select whether eCC should use one Vendor for all POs or use the vendor specified for the particular items in QuickBooks. If you have enabled the 'post multiple times to quick books option', then you may want to enable the multiple PO creation option as well.
Use this Vendor: Specify vendor options for PO Creation.
Enable eCC to create multiple PO: This option can be used if you want eCC to create PO's multiple times, should you be posting an order to QB multiple times.

 

 

3) Enable Credit Memo

 

If you are cancelling an order and wish to create a credit memo for canceled orders, please check this option. You can click the 'Setup' button to configure settings, specific to the credit memo. Remember this option is cart specific.

 

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You can setup credit memo options in the tab shown below. This tab appears after you have selected 'Enable Credit Memo'

 

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4) Posting Options

 

If you are cancelling an order and wish to create a credit memo for canceled orders, please check this option. You can click the 'Setup' button to configure settings, specific to the credit memo. Remember this option is cart specific.

 

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Transaction numbering: There are 2 options to manage transaction numbers in QuickBooks:

Use QuickBooks generated numbers
Use Online store order numbers

 

Set transaction Date as: You can Set Transaction Date as the Order Date, Ship Date or the Date of Posting to QuickBooks
Item Description: Configure how you would like to display the item description in your QuickBooks transaction. You have the option to use the QuickBooks description, Online Store Name, Online Store Name + Product Options or Online Store Description + Product Options.
Memo Settings: Select what you would like to post into the Memo field of the transaction.
Overwrite Ship Date: You can choose the particular ship date to be used for the transaction.

 

You can also enable eCC to post the same order multiple times to Quickbooks.

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