Quickbooks Online
Last updated
Last updated
Fast-Weigh integrates directly with QuickBooks Online (QBO). This allows users to import Terms, Tax Codes, Customers and Products. Invoices can then be sent directly from the Fast-Weigh Web Portal to QuickBooks Online. If your Fast-Weigh Subscription includes the A/R Module you can manually export payment data via CSV.
Once the integration is enabled, it needs to be connected to a Quickbooks Online account. This is done by clicking the "Billing" tab in the Web Portal and logging into QBO with Admin Credentials.
Now that the first-time connection is complete, it is time to begin importing resources from QuickBooks Online.
Navigate to Resources > Billing > Pay Terms
Click [+ Quickbook Terms]
A Table with Terms that have been set up in QBO will appear
Use the Check Boxes to choose terms you wish to bring to Fast-Weigh
Enter a unique 1 character Code for the Terms
Enter the number of Days
Save the Terms
Navigate to Resources > Billing > Tax Codes
Click [+ Quickbooks Tax Codes]
A Table with Tax Codes that have been set up in QBO will appear
Use the Check Boxes to choose the tax codes you wish to bring into Fast-Weigh
Save the Tax Codes
Navigate to Resources > Customers
Click [+ Quickbooks Customers]
A Table with Customers that have been set up in QBO will appear
Use the Check Boxes to choose the customers you wish to bring into Fast-Weigh
Fill in the required defaults underneath the table
Credit Status
Billing Mode
Terms
Pricing Template
Tax Code
Regions
Save the Customers
Navigate to Resources > Products > Products and Pricing
Switch to the Product Setup Tab
Click [+ Quickbooks Products]
A Table with Products that have been set up in QBO will appear
Use the Check Boxes to choose the products you wish to bring into Fast-Weigh
Choose the Unit of Measure (you will need to save multiple times if you have different units of measure)
Optionally: Assign the products to a Category
Save the Products
