How do I setup Quickbooks in Envio?

2017-05-31 19:14

Setup Tips

  1. When adding the Billing Addresses, make the first line the name of the Company.
  2. Customer Name is the code that will represent the partner in QuickBooks. It can be the full name of the Customer, or a short name. Each Trading Partner must have a unique name.
  3. The Chart of Accounts is used for QuickBooks transactions.
  4. Envio uses Item List to determine where monetary transactions will go inside QuickBooks. You must create an Item List for Envio transactions to post correctly in QuickBooks. 
    • Only transactions coming from Envio require an entry on the Item List. You will have more Accounts than items. 
  5. If you have a spreadsheet of trading partners, contact support for assistance organizing the spreadsheet to import into QuickBooks. 
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