If your Boatyard account is connected to QuickBooks Online, completed retail sales are automatically sent to QuickBooks as a Sales Receipt.
There is nothing extra your team needs to do. The sync happens in the background as soon as a sale is processed.
What Gets Sent to QuickBooks
When a retail sale is completed in Boatyard, a Sales Receipt is created in QuickBooks that includes:
The parts that were sold
The quantities and amounts for each part
If the part is taxable
Any discounts applied
The payment information and total
How GL Accounts Are Assigned
The GL accounts on the Sales Receipt are determined by your accounting settings in Boatyard. Boatyard will use the accounts in the following order:
Part-level GL accounts - If a specific parts sales account and cost of goods account have been set on the individual part's accounting settings, those accounts will be used.
Default GL accounts - If no part-level accounts are set, Boatyard will use your default income account and cost of goods account for parts.
To review or update these settings, navigate to the part detail page and check the accounting settings for that part. Your default accounts can be managed in your global accounting settings.