The following information only applies to 3PL customers wanting to set up a QuickBooks fulfilment accounting integration with Mintsoft.
Prerequisite - Changing the Accounting Integration Type
Before adding the 3PL QuickBooks connection on Mintsoft, you need to change the integration type for your Mintsoft database:
Click Settings then Customer Account Settings.
Click the Accounting tab and change the Accounting Integration Type to QuickBooks.
Click Save.
Adding a 3PL QuickBooks connection to Mintsoft
To successfully connect to QuickBooks, you must be using the https://om.mintsoft.co.uk URL. To add a 3PL QuickBooks connection on Mintsoft, please follow the steps below:
Click Connect then Accounting Integrations.
Click QuickBooks then click Add Account.
Select the Integration Type as Fulfilment Accounting.
Leave all other fields blank until you authorise the connection then click Add.
Next, click Connect against the connection you just added.
Log in and connect to QuickBooks.
Once you've authorised the connection, you can edit the connection in Mintsoft.
Please check the default income account is correct for your sales. Sales post here if we don't find an item code already set up.
Account mapping
Once you have added the Quickbooks connection you must complete Ledger Mapping to create 3PL invoices in Quickbooks for all invoice item type groups. To set this up, please follow the steps below:
Click Connect then click Accounting Integrations.
Click QuickBooks.
Next, click Account Mappings against the connection you want to update.
Map the AccountCodeType in Mintsoft to the relevant QuickBooks Income Account.
VAT rate
Next, once you have created the account mappings you must ensure that any ledger accounts you've mapped have got a VAT Rate set in your chart of accounts on QuickBooks. To check this within QuickBooks, please follow the steps below:
Within QuickBooks, click Accounting then click Chart of Accounts.
Edit the accounts and make sure they have a specified VAT rate.
3PL invoice - Configuring clients and customers
To create a 3PL invoice in QuickBooks, you must identify which QuickBooks customer is mapped to which Mintsoft client.
This can be done by ensuring the client name on Mintsoft, matches the display name of the customer on QuickBooks.
To check or create a new customer on QuickBooks, please follow the steps below:
Within QuickBooks, click Invoicing then Customers.
If the names don't match you will receive an error when trying to create an invoice from Mintsoft to QuickBooks.
3PL Invoice
Once you've confirmed your 3PL invoice on Mintsoft - Click Create Invoice In The Accounting Integration to export the Invoice to your QuickBooks account.