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.

Map Product Without Existing QuickBooks Invoice or Estimate

It is possible to start the Product mapping process without an Invoice or Estimate. You do not even need the Product to be created in QuickBooks yet.

To start this process go to the Product overview:

1. Click the chevron to the left of the Product’s name

2. Select Edit

3. At the bottom of the page there is a section called QuickBooks with a QuickBooks Product Mapping entry.

4. In that entry, if the Product already exists in QuickBooks, type in the name as it appears in QuickBooks

5. Or if the Product does not exist in QuickBooks, type the Product name as you want it to appear in QuickBooks.

6. Then hit the Save Product button in the bottom left.

Unlink A Product In Off The Shelf

It is possible to unlink a Product from the Off The Shelf application.

To start this process go to the Product Overview:

1. Click the chevron to the left of the Product’s name

2. Select Edit

3. Go to the bottom of the page to the section called QuickBooks with a QuickBooks Product Mapping entry

4. Under the entry, click the button that says Unlink Product

5. You will get a notification on the top of the page QuickBooks link removed