QuickBooks is an accounting software for Small Business. Below are the steps to integrate your QuickBooks account to Detrack.
Steps
- Navigate to Integrations > Available Integrations. > Select QuickBooks.
- In the subsequent pop-up, click Install.
- A pop-up will appear to prompt you to import the orders from QuickBooks
- Click Connect to QuickBooks.
- You will be directed to QuickBooks website.
- Log into your QuickBooks account.
- Authorize the access request.
- The QuickBooks will be installed in your account.
Uninstallation
Click on the QuickBooks app > Uninstall.
Fields Mapping
| QuickBooks Field | Detrack Field |
|---|---|
|
ShipDate > TxnDate Event Trigger date based on selected status* |
Date |
| DocNumber | D.O. Number |
| Customer | Deliver To / Collect From |
| Physical Address | Address |
| Customer Email | Notify Email |
| Mobile | Phone number |
| Total | Total Price |
| DocNumber + Id | Identification Number |
| Message on invoice (a link is attached) | Instructions |
| Items | |
| Description (fallback on item name) | Item Description |
| SKU | SKU |
| Quantity | Quantity |
Note:
Currently only owner roles are allowed to install / uninstall the integration
If an invoice in QuickBooks is deleted, voided, or its status is changed to one not selected during setup, the corresponding job in Detrack will not be deleted. You will have to manually delete the order in Detrack
Uninstalling the integration will not remove the jobs in Detrack. Future invoices will no longer be created as jobs in Detrack
If you are on special courier mode and your default job status is In Progress, do note that your jobs will be created with the At Warehouse status
