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Question / Issue - KB ID # 64

How do I use AmeriSync to Import Orders and Customers into Quickbooks?


Answer / Solution
Last Update : 2012/01/19
Rating : Not Rated
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Step 1: Enable AmeriSync support in AmeriCommerce

In your AmeriCommerce Admin Console, click AddOns > Quickbooks Configuration and supply a login and password, then click Enable and then Save.  This will be something you create just for AmeriSync to be able to securely access your AmeriCommerce data.


Step 2: Configure AmeriSync

Open Quickbooks and load your company file.  The first time you run AmeriSync Quickbooks will prompt you to allow AmeriSync to access Quickbooks.

Launch AmeriSync and on the Settings tab, put your Store URL like this (replacing yourstore.americommerce.com with your own store's SSL domain):

https://yourstore.americommerce.com/store/admin/webservices/ameriquick/AmeriQuick.asmx

Then supply your login and password as configured in AmeriCommerce.

Check Inventory in the grid if you want Quickbooks to control the inventory count.  Please make SURE Quickbooks inventory counts are up to date as this will synchronize inventory between AmeriCommerce and Quickbooks.  This makes Quickbooks the master inventory place.

Click Active to activate the store.

Also configure your Special Items for Shipping, Discounts, and Non-Mapped Items to items pre-defined in your Quickbooks company file, then rename your Credit Card Types if they do not match your Quickbooks configuration. 

Next, decide if you wish to import your new orders as Invoices or Sales Reciepts.

Finally, click Save Settings.

Step 3: Catalog Mapping

Each item in your catalog will need to be mapped to an item in Quickbooks. Click on the Catalog Mapping tab and then click Download Catalog.  Your entire AmeriCommerce catalog will be downloaded to AmeriSync and you can begin mapping your products to Quickbooks products. 

For a potentially faster method, you can click Export Quickbooks Items, which will create a CSV file that you can combine with a CSV Catalog export from the AmeriCommerce Data Export Tool.  You can then use Excel to combine to associate your AmeriCommerce items to your Quickbooks items by populating the QBItemID fields on the AmeriCommerce Catalog export file.  Once you are finished you can re-import the AmeriCommerce Catalog CSV file back into AmeriCommerce to automatically map your products.

Step 4: Sync!

Go to the Sync Activity tab and click the Sync with Active Stores button.  A log will display in the window showing the activity as it happens.

Step 5: Automated Syncing (Optional)

If you have mapped, tested and ready to put this on a schedule, go to the settings screen and under Automatic Sync, check 'Enabled' and put the time interval you would like to sync the data.  As long as this service is running, the sync will occur on that interval.  This application can be added to your startup for the computer or server it is installed on to ensure it is always running.

 

 

NOTE:

Amerisync cannot send tax data to Quickbooks. Quickbooks calculates the tax itself. This not a defect or a missing feature. This is by design with Quickbooks.



Direct Link to This FAQ
http://www.americommerce.com/kb/?f=64

Tags
AmeriSync, QuickBooks, sync sales

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