Getting started

Activation

1. Click the Settings icon in the upper right corner of your Upsales screen.
2. Click App directory.
3. Locate Quickbooks in the Apps list.
4. On the next screen, click Activate.
   
5. Click Accept terms to continue.

Configuration

1. Press the Click to connect-button and follow the instructions. You should get back to the app configuration with the button replaced by the message "Ansluten med oAuth".
2. Choose at what stage orders will be synced to Quickbooks.

Using the app

When the app is activated all products from your Quickbooks account will be synced to Upsales along with their product categories.

A customer field is created where you need to define what currency to use for the customer in Quickbooks.

Workflow

An order, that fulfills four criteria will be synced to Quickbooks as an invoice. The criteria are:

• It contains only Quickbooks products
• It is in the configured order stage
• The Quickbooks currency is set on the customer in Upsales
• The currency on the order matches the one on the customer

When it syncs the customer and contact data is created or updated in Quickbooks. 

The following fields are synced:

Order

• Customer
• Currency
• Currency rate
• Sales lines as below

Sales lines

• Product
• Quantity
• Discount amount
• Unit price
• Total amount
• Tax code

Customer

• Name
• Phone number
• Notes
• Billing address
• Shipping address

Contact

• Name
• Title
• Email address
• Phone number
• Cellphone number
• Active status
• Notes

Product

• Name
• Sales price
• Cost
• Active status