![]() Step Two: Upload the QuickBooks Web Connector File into QuickBooks Desktop Have the username and password from this page on hand.Download the QWC file from Inspect Point’s QuickBooks Desktop Settings page.When you do the first sync, all Sales taxes will be copied from QuickBooks to Vtiger and all purchase taxes will be skipped.Key Actions to Complete Before Proceeding:.If Zero value tax is not available then Invoice will be skipped. If any of the line items in Vtiger is not having taxes in individual mode, we will be checking for a zero value tax in QuickBooks and sync the Invoice.Invoice in Vtiger with individual tax type having group level discounts and item level discounts will be skipped.While syncing Products from Vtiger to QuickBooks, Income account and Expense account will be mapped from the details you provided.While syncing Invoice from Vtiger to QuickBooks, if tax values are zero, then the Invoice will be created in QuickBooks with mode as Out of scope of Tax.At least one tax should be active in Vtiger to sync Invoices from Vtiger to QB.While syncing Invoices from QuickBooks to Vtiger, Shipping tax percentages should be the same in Vtiger and QuickBooks.While syncing Invoices from QuickBooks to Vtiger, Currencies used in QB Invoices should exist in Vtiger.Shipping should be enabled from QuickBooks Company settings if you are tracking Shipping charges from Vtiger Invoice module.Vtiger Invoice with individual tax type should have the same taxes for all the line items.When you perform the sync for the first time, all the taxes from QuickBooks will be copied to Vtiger.If the Company field is empty, QB Sync No Company Organization record is created in Vtiger, and an Invoice is associated with it.After synchronization, the information in the Company field in QuickBooks Invoice will be populated as Organization Name in Vtiger. Organization Name is mandatory to create an Invoice in Vtiger.QuickBooks Shipping will be added to Vtiger Shipping and Handling Charges.Invoice Tax Type in Vtiger will be set as Group or Individual depending on the data received from the QuickBooks Invoice.Shipping and Handling charges total will be updated to Shipping in QuickBooks.Any new tax added in QuickBooks gets auto-created in Vtiger after synchronization.To successfully sync Vtiger Invoice with QuickBooks, add a group tax in QuickBooks which includes all the selected taxes for a product or service in Vtiger.If Tax Mode is set as Individual in Vtiger, the tax amount for individual line items will be calculated and the total tax amount will be updated to QuickBooks.If Tax Mode is set as Group in Vtiger, the total of all available taxes are passed over as a single tax to QuickBooks.Vtiger CRM Invoices are not synced if handling charges are not enabled in QuickBooks. ![]() Invoices that are not related to any Contact record in Vtiger CRM are not synced to QuickBooks.Click Save settings to proceed with the account mapping. ![]()
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