PLEASE ASK YOUR CONSULTANT TO SETUP YOUR INTEGRATION.
Quickbooks Online
Special requirements for using Quickbooks with the app. From Company page > tap Connect.
Prepare your data:
The Producepak Customer name and Quickbooks customer name must match, otherwise Producepak will insert a new customer into Quickbooks.
Producepak Part name should match Quickbooks "Item" name, otherwise a new item will be inserted, if this happens check the account that is being used by the new item.
QuickBooks settings:
"Custom transaction numbers" in Accounts and Settings or your invoice numbers will be replaced by standard QuickBooks invoice numbers, and the Producepak invoice numbers will be overwritten in Quickbooks.
Chart of Accounts > Enable Account Numbers must be on.
Multiple company:
You can use QuickBooks with multiple companies, when an invoice is exported (at the end of the "Ship invoice" process when you tap OK/Finish Sale), the invoice will be inserted into the Sell For Company (you must select the Sell For Company on the Sales Order).
CONNECT YOUR QUICKBOOKS
If you use multiple QuickBooks accounts (companies), QuickBooks only allows you to be signed into one account at a time, to avoid this issue please use Incognito Mode / Privacy Mode in your browser when you sign in.
Go to Settings > Company > For each company that has a QuickBooks account, tap "Connect QuickBooks", sign into your account:
NOTE: If you have multiple accounts tap "Change account" or "Not you" etc at right hand corner of the QuickBooks sign in page if you are already signed into a different QuickBooks.
Settings: (your consultant will activate these)
294: Activate QuickBooks upload on Ship Invoice.
293: Receive an email for every transaction, insert emails into Data
299: Receive error emails, insert emails into Data
295: Use Sales Order numbers instead of invoice numbers on Invoice screen, and when uploading invoices to QuickBooks
MYOB Online
Requirements for using external app MYOB Online. From Company page > tap Connect.
Prepare your data:
The Producepak Customer name and MYOB customer name must match, otherwise Producepak will insert a new customer.
Producepak Part Number should match MYOB "Item ID", otherwise a new item will be inserted by Producepak.
CONNECT YOUR QUICKBOOKS
Go to Settings > Company > "Connect MYOB", sign into your account:
Settings:
157: Activate upload Invoice on Dispatch invoice, insert "Update" into Data to update invoices when they are changed in Producepak.
158: Insert Account Code into Data, this is your sales account.
159: In Data field, insert Tax Code, used on new Items. Usually this is "FRE" for tax free sales, see Parts below if you have GST and FRE sales.
293: Receive an email for every transaction, insert emails into Data
299: Receive error emails, insert emails into Data
UDF.Name "MYOB_UID" on Invoice stores Invoice ref.
Parts: Create Tax Codes GST and FRE on Parts. If you don't set these then the value from 159 will be used.
Acumatica
Uses MYOB settings.
From Company page, tap Connect Acumatica.
Export / connect to apps
The Finance screen allows you to send data finance apps. If you don't see your finance app listed in the Finance app list, please ask your consultant to add it.
- Select your finance app, or preferred export mode.
- Filter the date range of data you want sent to your finance app, tap OK
- Check the data that will be exported/sent is correct
- Tap "Send data"; this will now either connect to your finance app in the cloud, or download your export file if you are importing data to a local finance app.
Export details
Mapping our app fields to your finance app: Here are some important fields that may be used by your finance app:
Part: Settings > Part (in the More details section)
Tax code (sale): Tax applied to sale of this part.
(*Column 'Tax Code Sale'/Y on import)
Tax code (purchase): Tax applied to purchase.
(*Column "Tax Code Purchase"/Z on import)
Account (Sale): Account used for sales of this part.
(*Column "Account Sale"/T on import)
Account (Purchase): Account used for purchases.
(*Column "Account Purchase"/U on import)
Company: Settings > Company
Company name: Some apps require the Company name in our app is identical to your finance app.
Company code (finance): Some apps use a code or number to identify a company entity instead of matching a Company/contact by its name.
Finance reports
Additional finance reports
Tax Report: Use this report to calculate totals of each tax or levy during a selected date range.
If the inventory record contains a mistake: You need to remove the inventory from the invoice by tapping the - icon, then go to Inventory and search for it, edit it, then add back to the invoice (Inventory > "Invoice" search for the invoice, Select Inventory From List icon, Finish Sale, OK & send alerts).