- Brennan Zelener
Now you can automatically sync your financial information from WholeCell to QuickBooks. This integrations syncs:
- Purchase Orders (WC -> QB)
- Invoices (WC -> QB)
- Payments (QB -> WC)
- Inventory COGS value from invoices (WC -> QB)
Purchase Orders sync to QuickBooks when you click the Sync button.
Your devices will show up on a QuickBooks Bill or PO (your choice), grouped by their model and condition. To avoid redundancy WholeCell does not create inventory in QuickBooks, but instead creates an item called "WholeCell Inventory" (or whatever you choose) with the description as the device model and details.
Invoices sync to QuickBooks when you click the Sync button.
Devices show up on a QuickBooks Invoice immediately, grouped by their model and condition.
When a payment is recorded in QuickBooks on an invoice, either automatically or via manual entry, the invoice in WholeCell will be marked as paid.