Configuring Unify Sync Settings

The Unify Sync Sales area allows you to configure how Unify syncs Orders to your Accounting System.

Based on your Business need, you can choose to sync Orders to your Accounting as a Sales Receipt/ Invoice or a Sales Order(Only for QuickBooks Desktop users).

There are four areas of sync settings:

Accounting Settings: This area deals with how Unify will record your orders/sales in Accounting system as Sales Receipt/Invoice or Sales Order(Only for QuickBooks Desktop users).

Item Matching: This area of Unify decides how Unify should look for existing items(inventory/non-inventory) in Accounting system and what should be done if an item is not found.

Customer Matching: This area deals with how Unify will look for existing customers in Accounting system and what will be done if a customer is not found.

Sales Tax: This area deals with how Unify will record Taxes in an order into your Accounting system.

 

Next:

Configure Accounting settings

Configure Item Matching

Configure Customer Matching

Configure Sales tax

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