Connecting To QuickBooks
It's easy to connect Off the Shelf with QuickBooks for integrated sales, purchasing, and supply chain management.
Last updated
It's easy to connect Off the Shelf with QuickBooks for integrated sales, purchasing, and supply chain management.
Last updated
Click on your name in the top right corner
Select Admin Tools
In the Integrations section click the Connect button
This will start the process of connecting your QuickBooks account to Off The Shelf
Next, follow the instructions on the QuickBooks website
When you go to connect QuickBooks, it will prompt you to either create an account or log in.
Follow their instructions to set up your account, it will link to Off The Shelf at the end.
Once you finish setting up your QuickBooks account and you’ve connected it to Off The Shelf, a message will pop up saying "QuickBooks has been linked!" You now have QuickBooks integrated into Off The Shelf.
When initially connecting to QuickBooks, the default sales account that new Products are linked to is Sales of Product Income. Whenever that Product is sold, it is reported to that sales account in QuickBooks.
Every business is different though and if there is another account your business prefers, changing this is a breeze.
To change the default sales account, first click your name in the top right corner:
Click on Admin Tools
Scroll down to Integrations section
In the field for Default Sales Account type in which account you prefer
Then just hit Update Default Sales Account and you're in business
If none of the default QuickBooks accounts are what your business is looking for, you can always create a custom account in QuickBooks and link it in Off The Shelf
Now say your business uses different accounts based on specific products or you want to change what account a product uses. Changing the sales account for individual Products is done in QuickBooks.
Simply edit the product in QuickBooks and change the Income account to whichever you prefer.
The Off The Shelf / QuickBooks integration allows you to choose a Custom Field to store Sales Order numbers from Off The Shelf.
It is important to note, that QuickBooks can only pull Off The Shelf Sales Order numbers into Custom Fields 1-3
