Work with QuickBooks Using Zen Cart QuickBooks Integration Addon
To enhance overall profitability internet vendors have to pursue strategies that reduce cost, minimize time and amplify efficiency. Data synchronization with QuickBooks greatly contributes to developing sustainable store management scheme and helps store owners stay organized.
QuickBooks is a business accounting software program that accomplishes many tasks related to recordkeeping and data compilation. Zen Cart QuickBooks integration helps you track and organize information about orders, products and customers.
Store Manager for Zen Cart and its QuickBooks Integration addon ensure fast and accurate data synchronization with QuickBooks accounting system. With the help of these solutions you can swiftly transfer data between Zen Cart and QuickBooks. It’s possible to carry out the following operations:
- Zen Cart export of products
- Export of customer data from Zen Cart to QuickBooks
- Order export to QuickBooks
- Product import from QuickBooks
The operations mentioned are being undertaken through corresponding export/import data wizard utility. The wizard tool walks you through each and every step to spotlessly transfer product, order or customer details. It eliminates the possibility of inaccuracies occurrence, as compared to manual data entry and significantly accelerates data appending processes.
Below you can find short overview of each operation:Zen Cart export of products to QuickBooks
At the start, decide on what exactly products should be appended to QuickBooks accounting system. It’s possible to opt for certain items or transfer all Zen Cart products. You can also designate products to be exported using filter options, once the wizard tool is launched. On succeeding stage of data export you have to connect to QuickBooks.
To set product export you are to define export options. Specify appropriate export method, according to operation you need to fulfil: renew Zen Cart products, add new items or both. Define what type of products will be appended to QuickBooks - inventory part, non-inventory part, service, other charge. In case “quantity” field must be exported to accounting software, choose “inventory part” option.
When working with QuickBooks, use dot sign as decimal, otherwise the addon will notify an error and data transfer won’t be completed successfully.Zen Cart export of Orders
Order export process runs similarly to Zen Cart products export. It should be pointed out that orders can’t be renewed only created. Zen Cart order won’t be created without customer. It’s obligatory to check “Create customer if doesn’t exist” box on Export Options step if there is no customer. On condition that no customer exists and this option is disabled, order won’t be added to QuickBooks.Customer export to QuickBooks
When appending data to QuickBooks via Zen Cart QuickBooks Integration addon you are able to only create, only alter customer information or accomplish both operations simultaneously. Don’t forget to specify customer identifier. Depending on method specified, the addon will look for customers.Import Zen Cart products to Store Manager
It’s also possible to update Zen Cart products, performing data import from QuickBooks to Zen Cart. Appending products to Store Manager you have to define import method (create and modify, create only or modify only), kind of products you import and fields, that should be updated. At times when adding new products, you may need to create new category for them. Specify category name in corresponding field and it will be automatically created in the process of data import.
Zen Cart QuickBooks Integration addon makes it easy to synchronize your products, orders and customers between QuickBooks and your Zen Cart store. You can download the addon here - http://www.zencart-manager.com/quickbooks-integration