Importing into QuickBooks from Web Stores #3

Importing into QuickBooks from your Web Store #3

(Learn and Work Smarter not Harder)

With our Shopping Cart Integrator
August 7, 2011


When importing or integrator your web store it is important that it is entered the way you need it. This can be because of laws, your accountant, your fulfillment needs or just the way you want it.


You will find that although many shopping carts and eCommerce systems even say that they interface with QuickBooks it is they way they have programmed it.  Weather it be via IIF file or Web Connector you really do not have much control.  Our Integrator solves this problem since it is the most flexible product out there.


Most eCommerce systems if they do have a QuickBooks interface will allow you to select the transaction type and accounts. But there are so many more options that must be considered.


Different QuickBooks transactions:

Let us say that you like to do have your orders come in as Invoices for wholesale customers or Sales Receipts for retail customers.  As long as there is a way to tell the Integrator that the order is a wholesale order then the Integrator can create a Invoice otherwise it would be a Sales Receipt. This can be any field in the order.  Our mapping allows you to look at just about any field and use wild cards to indicate that the order is wholesale or retail.


Shipping Items vs. Methods:

Many QuickBooks users use different shipping items for the shipping method (i.e. Ground, Overnight, 3 Day) not just for the Ship Via field.  Most eCommerce systems will only provide an item for shipping (i.e. Shipping).  Our Integrator can create different shipping items based on the shipping method which can be the same as the shipping method or different.


Sales Tax:

Another common issue is sales tax (for US). Sales tax in QuickBooks is somewhat complex.  Many states are now demanding tax reporting on a county or municipality level.  The tax rates can be different for these areas.  Now your eCommerce system must calculate the correct tax amount so that the online customer can pay the correct amount but then you have to account for it in the proper area.  This is certainly true for states of Washington and California.  Just creating a QuickBooks tax line to ‘WA Sales Tax’ does not provide the level needed.  Our Integrator again solves this with multiple levels of sales tax handing. The Integrator creates a Sales Tax Item by:

  1. State (Shipping or Billing)
  2. Postal Code
  3. Any field provided by your eCommerce system as suburb, city
  4. Washington State government web service interface by address.

An external table for the above with wild cards can be used for additional flexibility.


The key for our flexibility is our use of external tables for the mapping of most data including:

  1. Data Fields from your eCommerce data to QuickBooks fields with our MAP files.
  2. Lookup and replace tables with our REP files.
  3. Tax table

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