This article will help you understand different Suppliers and Items Integration cases between Precoro and Quickbooks.


There are three ways to integrate your Suppliers with Vendors/Suppliers in Quickbooks:


Also, there are two ways to integrate your Catalog Items with Products and Services you have in Quickbooks:


TABLE OF CONTENTS


1. What happens if you edit an integrated Supplier?

2-way synchronization works in this case. It means that the changes made in Precoro will affect the integrated data in QuickBooks. The same will happen if you edit the Supplier in QuickBooks; the changes will be displayed in Precoro. 
There is a list of fields that can be imported:

  • Supplier's name
  • City
  • State province 
  • Postal Code
  • Country
  • Phone number
  • Account number
  • Email address  


What happens if you edit an integrated supplier? Quickbooks integration


If you have multiple emails for one Supplier in your QuickBooks profile, we add them as separate contacts to the Supplier's profile in Precoro.



2. What happens if you deactivate an integrated Supplier?

If you make the Supplier inactive in QuickBooks, the Supplier will become inactive in Precoro. 

If you deactivate the Supplier in Precoro, this Supplier will become inactive in QuickBooks.

What happens if you disable the integrated supplier? Quickbook sintegration


3. Will the integration work if the Supplier uses the Supplier Portal?

If some of your Suppliers are integrated with QuickBooks and use Supplier Portal in Precoro — the integration will work correctly. 
If the Supplier creates an Invoice in the Supplier Portal — the document will be sent to QuickBooks (if you integrated Invoices/Bills).


4. How does the synchronization of the Items work?

If you already have a list of Items in Precoro and in Quickbooks, you can press the "Sync items" button on the Integration page. As a result, all the items with identical names in Precoro and in Quickbooks will be synchronized.


Syncing Items on the Integration page


5. What happens if you edit synced Items?

If you have changed the Item name in QuickBooks, press the Sync Items button on the Integration page to display these changes in Precoro.  
Please note: the Item name and SKU are limited to 300 characters.


6. What happens if you add unsynchronized Items to the Purchase Order or Invoice?

The synced items will be sent to QuickBooks as Items and displayed in the Item details section. Other Items will be submitted as Category details.



7. How does the manual mapping of an Item work?

1. Click on the "Not mapped" info-card on the top of the Item Management page.

2. In the list find the Item you would like to synchronize with Quickbooks Online.

3. In the Item line on the right, click on the "Press to map item with Quickbooks manually" button.

4. Select the Item name from the drop-down list on the "Map Item with Quickbooks" page.

5. After pressing the "Map item" button, the item of your choice is integrated.


Manual mapping of the Items


8. How does the manual mapping of an Item work if the names match?

The Item's name remains, and the price is set equal to the cost from QuickBooks.


9. How does the manual mapping of an Item work if the names do not match?

After the mapping, the names of the Items in Precoro and Quickbooks will remain. 

However, the following fields of the Precoro Item will be imported or updated:

  • SKU
  • Description
  • Price
  • Supplier
  • Chart of Accounts.

Then, when you press Sync Items on the Integration page after mapping them, the Item names in Precoro will be updated to the product names from QuickBooks.

If you don't synchronize products after mapping them, the product names in Precoro will remain the same.


10. Will the Chart of Accounts, Supplier, Description, Price in Precoro be adjusted after syncing or mapping?

Yes, it will.


Please note: if the Item is set as Free of Charge in Precoro, then even after synchronization, it will remain, and the price from Quickbooks will not be synchronized.


11. Is it possible to reintegrate an Item if the Items were mapped incorrectly?

To reintegrate, you should

  • delete old Item that was mapped incorrectly
  • add a new Item 
  • map the new Item with a correct Item from Quickbooks.


12. What if an Item in QuickBooks is inactive?

Please note: that the product will not be available for Integration until you make it active in Quickbooks.

If the product has already been integrated, the integration will disappear. You can find this Item if you click on the Not Mapped info-card on the Items Management page. 

Therefore, after activating the product, you need to resync.


        How to make a product inactive in Quickbooks?

  1. Open your QuickBooks account.
  2. Open Product and services list.
  3. Select the product you want to make inactive and click on the arrow-down in the Action column, then click on the "Make Inactive" button.


    

        How to make a product active in Quickbooks?

  1. Open your QuickBooks account.
  2. Open Product and services list.
  3. Change the Status to Inactive in the Filters.
  4. Select the product you want to make active and click on the "Make Active" button in the Action column.



13. What if an Item in QuickBooks is merged with another one?

Integration of the Item remains, and you will be able to see it in the Item details section of your document in Quickbooks.

To merge the Items in Quickbooks and avoid duplicates in the catalog, you can

  • open the Editing page for the duplicated product
  • change its name to the one that is already in use
  • click Yes in the popup window when asked if you want to merge products with the same name.


The duplicate will be marked as inactive, and all values of the original product will remain.