2. Quickbooks Integration

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In order to properly map your LeafLink information with Quickbooks, certain account settings must be in place. Your LeafLink account manager will help take you through these steps before your Integration can be fully implemented, but this page provides an overview of the steps you'll need to take.

For more information about setting up Quickbooks online Integration, go here.

Quickbooks Account Setup

Before fully integrating with LeafLink, your Quickbooks account may need to be adjusted so data can be synced properly.

bulb.png Note: To access the following settings or make any adjustments to them, you'll need to be logged into Quickbooks with a Master Account.

Quickbooks Account Types

Your Quickbooks account needs the following:

  • At least one Income account
  • At least one Cost of Goods sold account
  • At least one Expense account

To double-check this information in Quickbooks, click the gear icon near the top-right corner of the screen and select Chart of Accounts under Settings.

Note: Having several of each or having these tied to different items will require at least one of each added to your LeafLink settings as a default.

Quickbooks Account Settings

Some of your Quickbooks settings will need to be edited in order for LeafLink's integration to sync properly. In Quickbooks, follow these steps:

  1. Click the gear icon in the top-right corner of the screen.
  2. Click Company Settings under Settings.
  3. Click the Sales tab in the top-left corner of the screen.
  4. Check the boxes for Shipping and Discount under Sales Form Consent.
  5. Click Save, then click X to exit Settings.

Quickbooks Inventory Settings

Next, changes to your Inventory will need to be made:

  1. Click the gear icon in the top-right corner of the screen.
  2. Click Products and Services under Lists.
    • If you have an existing Quickbooks account, your products should be listed here.
  3. Ensure that your product SKUs in Quickbooks match your product SKUs in LeafLink. This will help ensure that products are synced across platforms with the highest level of accuracy.

Syncing with Quickbooks in LeafLink

After properly configuring your Quickbooks account, use LeafLink to transfer information.

Logging into Quickbooks on LeafLink

On LeafLink, login with your Quickbooks account credentials to start transferring data.

  1. Click Account Settings under Settings in the LeafLink navigation panel.
  2. Scroll down to Accounting Software Integration and login with your Quickbooks credentials.

Once your Quickbooks account is logged in on LeafLink, you'll find the following buttons in this section of the Account Settings screen:

  • Accounts Mapping
  • Products Mapping
  • Customers Mapping
  • Edit Invoice Custom Fields

Accounts Mapping

Sync your Inventory, Expense, and Income accounts here.

Products Mapping

Map your LeafLink products to ones listed in your Quickbooks account here.

bulb.png Note: LeafLink products should be equal to or more granular than ones in Quickbooks (e.g. Cookies and Gummies on LeafLink can map to Edibles in Quickbooks, but not vice versa)

Customers Mapping

Sync your Customer accounts here.

Edit Invoice Custom Fields

Enable Custom Fields in Quickbooks online, then push an invoice to edit the information on this page.

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