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QuickBooks settings

After you have connected erplain with QuickBooks Online, you need to update your connection settings. Go to Menu 'Apps' and click on the 'Configure QuickBooks Online' button:



The settings are divided into the following categories, simply click on each section to make your choices:



Products


- Price Sync

erplain supports multiple price levels, such as Wholesale price and Recommended Retail price. Select which price level you would like to sync with QuickBooks:


- Location Sync

erplain allows you to manage products in multiple locations. Select the erplain stock location that will be synchronized with QuickBooks. When syncing the inventory from erplain, we will count the sum of your inventory across all stock locations. When an inventory adjustment is coming from QuickBooks, erplain will adjust the inventory only in the selected stock location:


- Products sync

For Importing, exporting and mapping your products with QuickBooks Online, please refer to this page.


Ledger accounts mapping

Map your QuickBooks ledger accounts to erplain. We have assigned default accounts when possible. Please check each one:

You can find more information about the Ledger Accounts mapping on this page.


Taxes sync / mapping

You can automatically create a new tax on erplain from existing QuickBooks taxes. Creating a tax that is a group of multiple taxes will automatically create the corresponding sub-taxes.
In the left column, we listed all the taxes created from erplain and in the right column, the list of taxes from your QuickBooks account. Simply select the desired accounts to map your taxes between erplain and QuickBooks:


Documents sync

You can control when to send your erplain documents (Invoice and Purchase Orders) to QuickBooks. By default, erplain will send automatically to QuickBooks:


Custom fields


- Account Manager Sync

If you have created a custom field in QuickBooks for your sales team (Account managers, Account reps,...), you can map it to erplain's Account Manager field.

This option will only be displayed if you have created custom fields in QuickBooks.


- External Reference Sync

If you have created a custom field in QuickBooks for your Purchase Order numbers (for example), you can map it to erplain's External Reference field.

This option will only be displayed if you have created custom fields in QuickBooks.



In QuickBooks Online, you can create a custom field by going in 'Settings' > 'Sales':

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