This article will explain:
- What information can be exported from OrderMate to Quickbooks
- The steps required before the integration can be run
The OrderMate export to QuickBooks, Quicken or Reckon supports the following information:
- Sales & Takings
- Reconciliation Variance
- Stock Control Invoices
Step 1 - Configure OrderMate to export to Quickbooks
- Ensure that you are licensed for the Accounting Integration in OrderMate, contact OrderMate tech support for more information
- In the Accounting Config screen in OfficeMate you must set the type to be "QuickBooks".
- Set the accounts to use "GL Code" rather than "Account Name".
- You must also disable the GL Code validation (This is only used for MYOB).
- In the Tax Codes screen, you must set the default Tax Code IDs to be "QuickBooks" tax codes.
Step 2 - Zed Axis Setup
Before you can export to QuickBooks, you will need to purchase and install Zed Axis. Zed Axis is a third party application that will convert the OrderMate export and import it into QuickBooks for you.
- To use, have a working copy of Quickbooks installed and running, open your company file and makes sure any dialogs have been cleared.
- If you're working on a live company file, now is a good time to back it up.
- Now start up Zed-Axis and click connect. This will connect with the Quickbooks application. Quickbooks will ask you to allow permissions for Zed-Axis to modify the company file - allow it to do so.
- You should now go into the import tab and add a new mapping. Use the attached om_quickbooks_mapping.xml file to import the OrderMate mapping.