What settings can I control from my store?

From the Control Panel of your Online Store, you have the option to select the specific accounts that the information you download from your store will update in QuickBooks®.  You can also update your online store with the list of accounts that you are using, any new Products that you have added, and Product Inventory Quantities from within QuickBooks®.

Account Settings - Income

All Income Accounts can be found from the Chart of Accounts within your QuickBooks® Company File.  The Income Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®.  Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Income Accounts.  Select the Income Account that would like to have the QuickBooks® Integration send Income (Order and Sales) information:

Account Settings - COGS

The Cost of Goods Sold Accounts (COGS) can be found from the Chart of Accounts within your QuickBooks® Company File.  The COGS Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®.  Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your COGS Accounts.  Select the COGS Account that would like to have the QuickBooks® Integration send cost of goods information:

Account Settings - Inventory Assets

The Inventory Asset Accounts can be found from the Chart of Accounts within your QuickBooks® Company File.  The Inventory Asset Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®.  Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Inventory Asset Accounts.  Select the Inventory Asset Account that would like to have the QuickBooks® Integration send Inventory information:

Account Settings - Other settings

You will have the option to manage three other settings from your QuickBooks® Account Settings page in your Control Panel.  You will be able to update the Chart of Accounts from QuickBooks®, pull in (upload) new Products that you have added to QuickBooks®, and pull in (upload) Inventory Quantities that you have modified in QuickBooks®.

• Pull In Chart of Accounts from QuickBooks on the next sync:  When this option is selected your QuickBooks® Integration will update the Accounts listed in the drop-down menus for the Income, COGS, and Inventory Asset accounts on the Account Settings Page.  If you have recently made changes to your Chart of Accounts, it is recommended that you update your Account Settings.
• Pull In Products from QuickBooks on the next sync:  When this option is selected, your QuickBooks® Integration will upload any products from QuickBooks® that have not already been entered into your Online Store.  You can then use the "Import Products " link to select the Products that you wish to add to your store.
• Pull In Inventory from QuickBooks on the next sync:  When this option is selected, your QuickBooks® Integration will update the Inventory Quantities for any products included in the orders that are currently being synchronized with the newly adjusted  Inventory Amounts listed in QuickBooks®.

**NOTE ON ADDITIONAL SETTINGS:  You will see a set of three checkboxes listed under Additional settings.  You cannot upload all three of these in one synchronization.  When all three checkboxes are selected, the application will ignore the third checkbox (Pull in inventory), so that inventory will not be uploaded until the next time you synchronize your storefront with QuickBooks.  If you want to perform all three operations, we suggest that you click the checkboxes for Pull Chart of Accounts and Pull in products only.  Then with a second synchronization, select the checkbox for Pull in inventory only.