Getting Started with Erply

Getting Started with Erply

Connex can sync a journal entries from the Z report to QuickBooks. Connex can sync individual sales and purchases to QuickBooks.

How do I pair Erply?

Here are the steps:

  1. Login to Connex.
  2. Click add a new connection.
  3. Choose Erply.
  4. Enter your admin user name, password, and Erply account number.
  5. Click submit.

Can Connex sync individual transaction types?

Here are the steps:

  1. During the Connex install wizard, choose sync orders from Erply to QuickBooks.
  2. After completing the set-up wizard, click the house icon on the top right of Connex.
  3. Click your connection.
  4. Expand advanced transaction.
  5. On the bottom, choose your transaction types to export.

How do I sync POs?

For QuickBooks for QuickBooks Online, here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. On our configure page, expand sync direction.
  4. Choose purchase orders.
  5. Expand sync purchases to QuickBooks.
  6. Adjust the timers.
  7. Click save.

For QuickBooks for QuickBooks Desktop users, here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand sync purchases to QuickBooks.
  4. Check the first box to enable the sync.
  5. Adjust the timers.
  6. Click save.

Can Connex sync journal entries from the Z Report?

In some cases, business have such a high volume of sales and selling channels that syncing individual sales or a summary sales receipt, which contains all the items sold for the day, is too difficult to manage. Connex offers a simple way to summarize sales and COGS into QuickBooks.

What are the advantages of using journal entries?

Here are the advantages:

  1. You can easily summarize a large number of sales and categorize them by sales channel into QuickBooks.
  2. Entries can sync in a few minutes, but individual orders could take hours to sync.
  3. Adding hundreds of thousands of orders will decrease the performance of QuickBooks. By syncing journal entries, you will extend the life of the Accounting solution.
  4. Journal entries allow you to manage inventory and sales in your ordering solution, while QuickBooks will profit and loss. There is no need to manage COGS in QuickBooks and your ordering solution.
  5. To add COGS to QuickBooks, you must add inventory and give the product a value. Then, you must make sales. Since your ordering solution contains COGS, the only way to add them is through a journal entry.
  6. It will save several hours in manual data entry fees. A client of ours said hand entering a month of entries took over forty hours.

What reports does Connex query?

For Erply POS, Connex summarizes the Z-report and the COGS report. 

 

Set-Up Accounts

To set up, you must tell Connex which accounts to use. 

  1. Login to Connex.
  2. On the dashboard, click add new connection.
  3. Select Erply.
  4. Expand map journal entries.
  5. Click add new.
  6. Choose your entry type.
  7. Choose your debit and credit accounts.
  8. Choose the store location, which will group the journal entries.
  9. You can choose an optional class to assign to each entry.

Here is the end result:

What does a sample entry look like?

For Erply, here is a sample:

Income summary is a sum of sales for a store, minus sales tax. Income summary includes discounts and shipping.

For other entry types, please contact us.

Can I preview journal entries before they sync?

On the left of the journal entry settings page, click previewer. Next, select a date range of entries you wish to preview, then click the blue Submit form button on the right to preview. This is the result.

How do I re-sync historical journal entries?

Here are the steps:

  1. Login to Connex.
  2. Select Erply on the Connex dashboard.
  3. Click manage.
  4. Expand sync journal entries.
  5. Change the sync dates.
  6. Click submit.

Connex will sync one group per day. If you selected February 1st to February 8th, Connex would sync entries for each day. 

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