MYOB and Quickbooks
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      2. Integrations
      3. MYOB and Quickbooks

      Getting Started with QuickBooks

      This article will explain what information can be exported from OrderMate to Quickbooks and 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

      1. Ensure that you are licensed for the Accounting Integration in OrderMate, contact OrderMate tech support for more information
      2. In the Accounting Config screen in OfficeMate, you must set the type to be "QuickBooks".
      3. Set the accounts to use "GL Code" rather than "Account Name".
      4. You must also disable the GL Code validation (This is only used for MYOB).
      5. 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.

      1. To use, have a working copy of Quickbooks installed and running, open your company file, and make sure any dialogs have been cleared.
      2. If you're working on a live company file, now is a good time to back it up.
      3. 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.
      4. 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. 

      Next Steps