Zen Cart Export Orders to QuickBooks
Date: June 23, 2014
Bookkeeping software that arranges variety of accounting processes into user-friendly and efficient system is always in demand. QuickBooks accounting software alleviates the use of multiple tables or datasheets required for maintaining accounting tasks at the we. If you are using or planning to use QuickBooks, you most likely need viable utility to perform Zen Cart-QuickBooks synchronization and bring two systems together.
QuickBooks Integration addon for Store Manager ensures accurate integration with QuickBooks and shorts out manual data input. There are the possibilities to append customers, orders, products to QuickBooks as well as transfer merchandise back to Zen Cart. These operations are being accomplished via corresponding wizard tool.
Zen Cart order export similarly to product or customer export requires definite settings to be configured within order export wizard. Although, you are able to export up to five order records only until QuickBooks Integration addon is registered with separate license key. After you purchase the addon, you will receive serial for registration. Open Preferences section of the application, switch to Addons tab and find QuickBooks addon in the list. Afterwards click on Unregistered button beside and put license key in the field.
Once you have registered Store Manager extension and unlocked its functionality, Zen Cart order export to QuickBooks can be accomplished. As it has been already indicated, export settings should be configured throughout several wizard steps.
- Commence on the export process. You can either select orders to be exported, right click and choose Addons -> Export Orders to QuickBooks option or launch the addon from corresponding section of Store Manager and, respectively click on Export Orders to QuickBooks selection
- Automatically succeeding window of order appending will come. It requires you to designate customer identifier (identify by name, first and last name, first name+last name+(name), company+(state). If you need to export several customers, you can resort to filter options and sort orders by date or order number.
- The following window expects you to specify import/export options. You can set order discounts, product options (inventory part, non-inventory part, service, other charge), indicate shipping details. Take into consideration, orders are not updated just created in the process of export to QuickBooks accounting system. Accordingly, they will not be created without customers. If there are no customers at Zen Cart, you have to check “Create customer if does exist” box in this window.
- Having configured the settings on this step, move on and map your Zen Cart customers to corresponding ones on QuickBooks.
QuickBooks Integration addon for Zen Cart Store Manager is a great tool that contributes to opportune inventory management and simplifies overall store administrating. Carry out Zen Cart-QuickBooks integration, export orders, customers and products to QuickBooks for further processing.
Details on QuickBooks Integration addon can be found at http://www.zencart-manager.com/quickbooks-integration