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.
To add the Quickbooks Online Integration to your Fast-Weigh subscription, contact us at 865-219-2980 or support@tacinsight.com
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
Tax Codes in QuickBooks Online must be no more than 10 Characters Long to import correctly into Fast-Weigh
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
Products in QuickBooks Online must have SKUs assigned to them in QBO before they can be imported into Fast-Weigh
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
