Product & Retail Product Setup For Quickbooks (Online) Integration

On the Quickbooks Integration tab in the company settings, click the QuickBooks Products tab.

Click the Fetch QuickBooks Products button.

A dialog will appear, showing all products found in QuickBooks that were not already in the list in Seedtrakr as well as any products that have been updated in QuickBooks since the last time they were fetched from QuickBooks.

Your QuickBooks products will now appear in a list under the Products tab. Here you can see the following information about them:

QuickBooks ID:  This is the ID of the product in QuickBooks

Name:  The product's name as configured in QuickBooks.

Product/Retail Product Name:  The name of the product in Seedtrakr that the QuickBooks product it is linked to.

Type:  The product's type as configured in QuickBooks.

Description:  The product's description.

Active:  This checkbox will show if the product is active or not in QuickBooks.

Actions:  Clicking the button under the actions column will open the change log for that product. Here you can see all changes made to that product.

In the QuickBooks Products tab, click on edit in the top right corner.

The Quickbooks Product Chart of Accounts screen will appear where you can select your Inventory Expense Account, Inventory Asset Account, Inventory Income Account, and NonInventory Income Account

To select each type of account, click on the dropdown box and choose from the accounts created in QuickBooks. 

Click Save to save the product chart of accounts.

Go to the PRODUCTS page (Or Retail Products page, depending on which type of product you are modifying).

Select the product you want to configure the QuickBooks accounts on, then click Edit.

A dialog will appear where you can then click on the Quickbooks Integration tab. 

In this tab you can specify the type of product that this should be in QuickBooks (Inventory or Non Inventory) and you can choose the appropriate expense, asset and income account for it.

Once you've finished setting them up, click Save.

Note: If any of the expected accounts don't appear in the drop down lists, fetch the chart of accounts from QuickBooks again to ensure that you have the most updated accounts available in Seedtrakr.

After completing this step, proceed to Syncing New Products to QuickBooks.

Go to the PRODUCTS page.

Select the product you would like to link. In the actions column select QuickBook Actions

Click on the Link to Existing option.

A dialog will appear where you can choose the QuickBooks product to link the Seedtrakr product to.

Once you've chosen the product, click Save.

After saving, you will receive a message in the bottom right corner of the screen if the product was successfully linked.

Return to the QuickBooks Products tab (under the QuickBooks Integration) tab in the company settings. 

Here you will now see that the Seedtrakr product you linked now shows under the Product/Retail Product name column on the QuickBooks product that you linked it to.

Go to the PRODUCTS page.

Find the product you would like to link. In the actions column beside it, select QuickBooks Actions.

A dropdown will appear, click on the Sync to QuickBooks option.

A dialog will open where you can select the product type that this product should be created as in QuickBooks.

Select Inventory or NonInventory and then click Save.

Once the product has successfully synced, you will receive a message in the bottom right corner to indicate this.

Return to the QuickBooks Product tab (under the QuickBooks Integration) tab in the company settings. 

Here you will now see that the new product has been created in QuickBooks and linked to the product you created it from in Seedtrakr.

In QuickBooks, you will be able to see that the  product has been created.

If you make a change to a product or retail product in Seedtrakr (like the price, name, etc..) and want to sync the changes over to QuickBooks, locate the product in Seedtrakr, and click on the QuickBooks Actions button beside it.

Click on the Update in QuickBooks option.

Once it's completed, you will see a message indicating that the product was updated successfully in QuickBooks.

In this example the price on the product was updated in Seedtrakr, after clicking Update in QuickBooks you can see that the product in QuickBooks now matches Seedtrakr.

If you want to unlink a Seedtrakr product/retail product from QuickBooks, click the Quickbooks action button, then click unlink.

Once completed, a message will appear in the bottom right corner of the page to say that the product was unlinked.