After connecting QuickBooks with erplain, you will be able to import the products created in QuickBooks to your erplain account.
Import from QuickBooks
To start importing, go the menu Apps and click on 'Configure QuickBooks', then click on the 'Start importing' button:
Once the first import is done, all the products created on QuickBooks will automatically be synchronized with erplain. You can uncheck this option (Not recommended).
Note that erplain gets product updates from QuickBooks every 15 minutes so please expect a little delay before changes appear on erplain.
Export to QuickBooks
If you already have products created in your erplain account, you will be able to export them to your QuickBooks account.
Click on the 'Start exporting' button to export your products.
Once a product from erplain is published on QuickBooks, every change made on erplain will automatically be updated on QuickBooks (inventory adjustment, pricing update, name,...).
Products mapping
If you have existing and similar products on both systems, it is not recommended that you import or export your products, as it will duplicate them. Instead, you should map them in order to create a link between the products. They will then sync between erplain and QuickBooks.
- Choose which system (erplain or QuickBooks) will be the "Master", then click on Save and "Map products". This master setting will only apply at the time of the mapping if there is different information in both systems. For example, if QuickBooks is the master and a product name in QuickBooks is "Product ABC V1" and "Product ABC Version1" in erplain, the name in erplain will become "Product ABC V1".
Once products are mapped, they will sync both ways, any change in one system will be applied to the other one.
- For each product, you can search for the matching product in QuickBooks or click on Auto suggest to find a possible match between erplain and QuickBooks. Click on Save once you found the corresponding product:
While searching for the product, you can type the product name or SKU. We also recommend typing the exact same name of the product while searching.
For more information about the other QuickBooks settings, please visit this page.
Publish to QuickBooks Online
When you create a new product on erplain, simply click on 'Send to QuickBooks' from the product profile to start syncing with QuickBooks:
Information sync
Once your products are synchronized between erplain and QuickBooks, the following information is updated in each account:
- Product name
- Product description
- Ledger account assigned to the products (only from QuickBooks to erplain)
- SKU
- On Hand Stock
- Re-Order point
- Purchase Cost (only from erplain to QuickBooks)
- Unit Price
Note that if you are using variants in erplain (same product with different styles or types), each variant will create a unique product on QuickBooks.
You can find more information on Variants in this article.