Quickbooks pos v9 merchant issues
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If the answer is “Yes, inside QuickBooks”, then we need to make sure that we can actually sync sales detail data (with specific items being sold) into QuickBooks from the channel/platform, to allow that information to property reduce the inventory immediately from QuickBooks as it is being sold (not necessarily when is shipped), typically via a Sales Receipt or Invoice. But typically the item detail sales data and gross profit information per item is going to be manages via this other system/app and not via QuickBooks.
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QUICKBOOKS POS V9 MERCHANT ISSUES SOFTWARE
At that point, we need to look into the specific software in itself and start studying the triangulation of integrations: Sales Channel -> Inventory Management App -> QuickBooks, to study if it is even possible to pull that and/or we will need any additional 3rd party apps like Webgility, T-HUB, Agiliron, etc. If the answer to this question is “Yes, but not inside QuickBooks”, that means that there is a whole different system, workflow, or software (such as LOCATE, TradeGecko, DEAR Inventory, SOS Inventory, Fishbowl Inventory, etc.) being used to manage inventory and pick/pack/ship process. If the answer to this question is “NO” – this engagement will be much simpler as there is no need to worry about the QuickBooks Item list to be syncing up or mapped to the channel/platform’s product list and there is no need to bring the itemized sales details into QuickBooks either and even if it does, there are no potential issues with having unmapped items.
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Also there are some merchants that sell via “drop ship”, customized products, or built-to-order and have no need to track the inventory of their sellable products or finished goods. Sounds like a redundant question, but the answer is not always “yes”, as we have encountered merchants that sell 100% digital products and/or services. Are you planning to manage/track inventory? So, before taking on an e-commerce integration/consultation engagement, these are the typical questions we would need to start getting answers for: 1. Usually the item lists is the most crucial part of this whole setup. Integration also might mean using the data inside QuickBooks to feed into the sales channels/platform such as using the QuickBooks item list to populate the list of items for sale through the channel/platform(s) and also use the inventory (quantity on hand) to determine if the items are available for sale or not. If you are unsure which platform/channel you are using, your web designer/programmer should be able to answer this.Īnd by “integration”, we can define that as using the data from the e-commerce platform (such as sales/transaction information) to feed into QuickBooks, so there is no need to enter the sales details manually into QuickBooks (and hopefully, this will reconcile with the actual bank deposits as they come in). First, let’s start by defining “e-commerce” as selling items (mostly physical/tangible products, but digital products and services could apply as well although rare) via web-based channels such as: Amazon, E-bay, Etsy, Opencart, Shopify, Magento, BigCommerce, Volusion, Squarespace, WooCommerce, Squarespace, Wix, etc.