ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
        • Consumption products
        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
    • Move inventory
    • Count Inventory
      • Stocktakings
      • Stock Adjustment
      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
Powered by GitBook
On this page
  1. Integration

QuickBooks

General information for working with QuickBooks

  1. The user needs to have his own QuickBooks account created.

  2. The QuickBooks company that the user wants to connect with ERPAG needs to be created as any country supported by QuickBooks Online.

  3. The QuickBooks company needs to track inventory as well (it needs to have a possibility of creating an Inventory item)

  4. During the synchronization ERPAG sends the next data into QuickBooks and next ERPAG documents:

    a. Items

    b. Sales Order

    c. Purchase Order

    d. Work Order

    e. Utility Bill

    f. Stock Adjustment

    g. Landing Cost

  5. For the tax calculation in the Sales Order document (QuickBooks document Invoice) to be correct, in ERPAG, the customer address (Bill to address) and Ship To address in the Sales Order needs to be entered correctly.

  6. Sending data to QuickBooks will be possible only when the documents are marked as Invoiced.

Connecting ERPAG and QuickBooks Online

To set up the integration, go to:

Administration > QuickBooks

In the current version, only documents can be sent to QuickBooks Online.

Setting up the items

When you are creating or editing an item, it is necessary to specify QuickBooks Online accounts. (Note - product synchronization is always over SKU).

Sending out documents to QuickBooks

In order to be sent to QuickBooks, the documents have to be invoiced. ERPAG is sending only invoiced sales orders and supplier invoices.

Synchronization is not done automatically when you enter a document, it's required for the operator to click the synchronization button by going to:

Accounting > QuickBooks - Synchronization

When the form opens, all documents that can be sent are displayed, as well as the type of document that will be created in QuickBooks Online.

Through the bulk action, we will determine which documents will be sent to QuickBooks Online (e.g. we will only send documents from the previous month).

Received and invoiced purchase order, for example, will become Bill in QuickBooks Online.

Which has its own transaction journal.

PreviousIntegrationNextShopify

Last updated 10 months ago