How do I sync inventory updates from QuickBooks to my website manually?

Introduction

Connex syncs recent updates from QuickBooks to your site. This means items modified prior to the Connex install will fail to change, unless you modify them or change the sync dates.

Can you perform an initial sync?

Depending of the size of your item list, our tool can perform a one-time initial sync. An item list of 5,000 is the max our tool can pull from QuickBooks. For larger lists, create a spreadsheet of your SKUs and stock levels. Contact your website developer or inventory management solution with the spreadsheet. To request an initial sync, purchase a plan and read this guide.

I use QuickBooks Desktop. Do you send the quantity on hand or the quantity available?

Connex sends the quantity on hand. If you use sales orders, you should sync the quantity on hand minus the quantity on sales order. This is known as quantity available. To sync the quantity available, follow these steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand sync inventory from QuickBooks.
  4. Check quantity available.
  5. Click save.

How do I change the sync dates?

Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand sync inventory from QuickBooks.
  4. Change the sync dates. In this example, we choose sync updates from 5/1 to 5/30: dates.png

How do I know when items were recently modified?

QuickBooks shows no date modified field on items. If you ran a recent sync, login to Connex. Click log on the top right. You can filter for recent updates:

message_date.png

How do I select items that I want to sync?

Any change that you make to an item will cause it to resync.

QuickBooks Online

If you use QuickBooks Online, follow these steps:

  1. Log into QuickBooks.
  2. On the top, click the gear.
  3. Click products and services.
  4. In the search box, find the item.
  5. Double click the item.
  6. In the purchase description column, add the word test.
  7. Click save.
  8. Open the item again and remove the word test.
  9. Click save.
  10. Return to Connex for QuickBooks Online.
  11. Expand manually sync.
  12. Click submit.
  13. In a few minutes, check the log.

QuickBooks Desktop

If you use QuickBooks Desktop, follow these steps:

  1. Log into QuickBooks.
  2. On the top menu, click lists > item list.
  3. Double click an item.
  4. In the purchase description column, add the word test.
  5. Click save.
  6. Open the item again and remove the word test.
  7. Click save.
  8. Go to file and click update web services.
  9. Check the box to the left of Connex.
  10. Click update selected.
  11. In a few minutes, check the log.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.