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 [email protected]

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.

Log 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

Navigate to Resources > Billing > Pay Terms

• Click [+ Quickbook Terms]

• A Table with Terms that have been set up in QBO will appear

Terms Table

• 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

Navigate to Resources > Billing > Tax Codes

• Click [+ Quickbooks Tax Codes]

• A Table with Tax Codes that have been set up in QBO will appear

QBO Tax Codes

• 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

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

Navigate to Resources > Products > Products and Pricing >> Product Setup

• 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

Exporting Billing Data with Quickbooks Online

Exporting Invoices

Exporting Payments

Quickbooks Online does not support direct payment export integration. However, Transaction Pro Online Importer is a 3rd party tool for importing flat file (csv/excel) data into QuickBooks online.

Transaction Pro for Quickbooks online:

https://www.rightworks.com/products/productivity-software/rightworks-transaction-pro/quickbooks-online/