What are the best practices with orders?

What numbering scheme should I use?

We recommend using the next available QuickBooks number. Our tool will map the order number to the memo field. Using the next number ensures sales from other channels never overlap. If your website order was #1 and you hand enter a new sale, then website #2 will fail. QuickBooks always uses the next number available. 

Should I sync historically?

If you track inventory, then you should sync from date of install. If you sync historical sales, your inventory will drop. Your current inventory will show incorrect numbers. Approach your Accountant about an opening balance, which will summarize your historical sales.

Is there a demo and handouts?

Yes, here is a PDF of the slides. Here is the demo:

Syncing Orders to QuickBooks from Joseph Anderson on Vimeo.

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