ChannelAdvisor and QuickBooks Desktop

Introduction

DBSync for ChannelAdvisor & QuickBooks Desktop Integration is an easy to use application. It integrates ChannelAdvisor Products, and Orders with QuickBooks Desktop Item, and Transactions like Invoice, Estimate, Sales Order, and Sales Receipt. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between ChannelAdvisor and QuickBooks Desktop Integration is shown in the table below.

ChannelAdvisor	QuickBooks Desktop
Customer	Customer
Product	ItemInventory
Order	Invoice, Estimate, Sales Order, Sales Receipt

Process to run the Integration

To utilize the pre-built ChannelAdvisor and QuickBooks Desktop template, follow the below steps:

1. Click Add Template from the Home screen.

1. Select the template ChannelAdvisor and QuickBooks Desktop and import it into your workspace.

2. After importing the template, you'll be presented with a setup form.

Setup Process

1. On the Connection tab, connect the necessary application and grant access to ChannelAdvisor data to establish a connection to QuickBooks Desktop for accounting data access.

For more information about the ChannelAdvisor connector, click here.

For more informaiton about the QuickBooks Desktop connector, click here.

Setup Variables

1. Define the values for the variables based on your company's specific use case. For example, you can select how to create/update ChannelAdvisor Products to the QuickBooks Desktop ItemInventory and select QuickBooks Transaction Type to create ChannelAdvisor Orders.

2. Click 'Next' and click 'Run' to complete the Integration.

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between ChannelAdvisor and QuickBooks Desktop.

Make sure you ENABLE the required workflows before you run the integration.

Enable the Initial Setup and Run the integration to enable QuickBooks Accounts set up as displayed in the image. Also note, the following accounts are created in QuickBooks Desktop post Initial Setup Integration:

1. Income Account

2. Expense Account

3. Assets Account

Ensure you TURN OFF the check box to 'Enable Flow' for the Initial Set up (After first Run) before you run the workflow to integrate ChannelAdvisor Orders to QuickBooks Desktop using the other workflows. The first successful run is considered for the integration.