The following information applies to customers wanting to set up a QuickBooks accounting integration with Mintsoft.
QuickBooks Accounting Integration Summary
Imports Sales Invoices from QuickBooks to Orders in Mintsoft
Imports Purchase Orders from QuickBooks to ASNS in Mintsoft
Exports Orders (manually and automatically) in Mintsoft to create Sales Invoices in QuickBooks
Option to send contact name as the sales channel name (e.g. Amazon / eBay)
Changing the Accounting Integration Type - 3PL Customers
If you are a 3PL customer setting this up on behalf of a client, please follow the steps below:
Click Clients then Overview.
Find the client you want to edit.
Click Actions then Edit.
On the General tab change the Accounting Integration Type to QuickBooks.
Finally, click Save.
Changing the Accounting Integration Type - Multi-channel Customers
If you are a multi-channel account user, please follow the steps below:
Click Settings then Client Settings.
On the General tab change the Accounting Integration Type to QuickBooks.
Finally, click Save.
Setup Connection
To successfully connect to QuickBooks, you must be using the https://om.mintsoft.co.uk URL. To add a QuickBooks accounting connection on Mintsoft, please follow the steps below:
Click Connect then Accounting Integrations.
Next, click QuickBooks then Add Account.
(3PL Only) Select the Client.
Set the Frequency as 15.
Turn on Order Import and set the Order Import Frequency.
This will import Invoices from QuickBooks as Orders into Mintsoft.
Set the Number Of Days to Check back from.
How many days in the past do you want Mintsoft to check for orders, we recommend setting this as -7.
Set the Integration Type to Accounting.
Configure the connection to your requirements.
Click Add.
Next, click Connect against the new connection then login to QuickBooks.
Then you will receive a success message advising the API key has been successfully updated.
Next, click Edit.
Check the Default Income Account is correct for your sales.
Sales will get posted here if we do not find an item code already set.
Exporting Orders to QuickBooks
To export orders from Mintsoft to QuickBooks, please follow the steps below:
Click Orders then Overview.
Tick the orders you want to export.
Select Export to Accounting Integration from the Bulk Actions drop-down.
Finally, click Go.