Mapping Products Created In Off The Shelf

Product mapping in Off the Shelf is a great way to make sure both Off the Shelf and QuickBooks have the same information.

Once a Product is linked, the information it has in QuickBooks is listed in the Product Overview on Off The Shelf.

This includes what the Product is named in QuickBooks, the listed selling price in QuickBooks, and the Cost Of Goods (COGS) in QuickBooks. This is a great way to make sure both Off The Shelf and QuickBooks have the same information.

Manually Link and Unlink QuickBooks Product

Link and Unlink QuickBooks Product

Link an Off the Shelf Product to QuickBooks Product

If QuickBooks is connected to your Off the Shelf account, the Product Detail page will have a pane that shows mapped data from QuickBooks. Before the Product is mapped, a link to establish a QuickBooks mapping shows up in the pane.

1. Navigate to the Product Detail page

2. Click Link to QuickBooks

3. Enter part of the Product's name

4. Press Enter or click the Search button to search QuickBooks for a match

5. From the results, click the row for the matching QuickBooks Product

6. Click the Link Product button

Unlink an Off the Shelf Product from Quickbooks Product

1. Navigate to the Product

2. Press the red delete button next to the QuickBooks Product name

3. Confirm the deletion of the link in the popup dialog