Quickbooks Online

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.

First Time Setup

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.

Importing Resources from Quickbooks Online

Importing Terms

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

Importing Tax Codes

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

Importing Customers

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

Importing Products

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