Quickbooks Setup Tips
QuickBooks Setup Tips
- When adding the Billing Addresses, make the first line the name of the company.
- The Customer Name is the code that will selected to represent this partner in Envio. It can be the full name or a short name. Each Trading Partner must have a unique name.
- Your Chart of Accounts will be used for QuickBooks transactions.
- Envio uses Item List to determine where monetary transactions will go inside QuickBooks. You must have an Item List created for Envio transactions to post correctly to QuickBooks.
- Only transactions coming from Envio require an entry on the Item List. You will have many more Accounts than Items.
- If you have a spreadsheet of your trading partners, contact support for assistance with organizing the spreadsheet and importing it into QuickBooks.