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Product Preferences

Overview

The choices you make now will determine how the ProductCart Synchronizer exchanges information with your QuickBooks company file.

Preference

  • How do you want to map Products?
    • Map each ProductCart product to an individual item account in QuickBooks. (Select this option if you track inventory.)
    • Match all ProductCart products to one generic item account in QuickBooks. (Inventory Synchronization is not available with this option. You use this option if you do not need the product SKU on the QuickBooks invoice, sales receipt, or sales order.)
  • How should ProductCart handle un-mapped Products?
    • Automatically. Create a new product in QuickBooks and map it to my ProductCart product. (This is the recommended option. Select this option and there is no need to manually map any products. ProductCart will always export products automatically “as needed”.)
    • Pause exporting until I map my products.
  • How do you want ProductCart to export your items?
    • Inventory Part
    • Non-inventory Part (Inventory cannot be tracked)
    • Service
    • Inventory Assembly

Accounts

Please do not type account names directly into the boxes. You must use the select buttons. You must select one option for each type of account. ProductCart may or may not use an accounts when creating invoices, sales receipts, and sales orders. For example, an income account is required when creating an invoice, but not a sales order. On the other hand, an expense account is required when creating a sales order, but not an invoice or sales receipt. Regardless of whether or not you plan to use every option you must fill all fields below.

  • Product Income Account
  • Product Asset Account
  • Product COGS Account
  • Product Expense Account

Related Topics


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