SkuVault Orders to QuickBooks Online

Introduction

DBSync for SkuVault Orders to QuickBooks Online Integration is an easy to use application. It integrates SkuVault Customer, Products, Sales, Supplier, and Purchase Orders with QuickBooks Online Customer, Item inventory, Invoice, Sales Receipt, Estimate, Vendor, and Purchase Order. 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 SkuVault and QuickBooks Online Integration is shown in the table below.

Process to run the Integration

To utilize the pre-built SkuVault Orders to QuickBooks Online 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.

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 Online.

• Choose the type of transaction from the below options:

  • Sales Receipt

  • Invoice

  • Estimate

• Define the SkuVault Sales Status to Create/Update in QuickBooks Online. Choose the status type from the below options:

  • Pending

  • Completed

  • ReadyToShip

  • Cancelled

  • ShippedUnpaid

• Create Sales Orders from SkuVault to QuickBooks Online: Choose from options

  • Yes or No

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

2. Finally, navigate to the Schedule tab to set up scheduling parameters for automated integration between SkuVault and QuickBooks Online.

3. Specify different intervals such as minutes, hours, days, or weeks to customize the schedule as needed.

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 Online.

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 Online 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 Online 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 Online. Historical products refer to products that were recorded in your Skuvault account but need to be transferred or migrated to QuickBooks Online 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.