SkuVault Orders to QuickBooks Desktop

Introduction

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

Data Flow

Data flow integration between SkuVault & QuickBooks Desktop is shown in the table below.

SkuVault	QuickBooks Desktop
Customer	Customer
Product	Item Inventory
Sales	Invoice, Sales Receipt & Estimate
Supplier	Vendor
Purchase Order	Purchase Order, Item Receipt

Process to Create an Integration

To utilize the pre-built SkuVault Orders to QuickBooks Desktop template, follow the below steps:

1. Click Add Template from the Home screen.

1. Select the template SkuVault Orders to to QuickBooks Online 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 SkuVault data to establish a connection to QuickBooks Online for accounting data access.

For more information about the SkuVault connector, click here.

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

Setup Variables

1. Define values for variables based on your company's specific use case. For example, you can select Yes/No for SkuVault Sales or Purchase Order creation variables, and transaction types (Invoice, SalesReceipt, Estimate) for data mapping between SkuVault and QuickBooks Desktop.

1. 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 SkuVault 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 SkuVault Purchase Orders or Sales to QuickBooks Desktop using the other two workflows. The first successful run is considered for the integration.

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

Enable the Initial Setup if you want to Create All Products From Skuvault into QuickBooks Desktop. Historical products refer to products that were recorded in your Skuvault account but need to be transferred or migrated to QuickBooks Desktop for historical reference and continuity of data. Historical products are those that were part of previous records, transactions, or inventory but are not currently active or in use.