What Settings can I control from my store?

From the Control Panel of your Online Store you have the option to select the specific accounts that the information you download from your store will update in QuickBooks®. You can also update your Online Store with the list of accounts that you are using, any new Products that you have added, and Product Inventory Quantities from within QuickBooks®.

Account Settings - Income

All Income Accounts can be found from the Chart of Accounts within your QuickBooks® Company File. The Income Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Income Accounts. Select the Income Account that would like to have the QuickBooks® Integration send Income (Order and Sales) information:

• Merchandise Sales
• Sales
• Sales Discounts
• Shipping and Delivery Income
• WebStore Handling
• WebStore Refund
• WebStore Shipping

Account Settings - COGS

The Cost of Goods Sold Accounts (COGS) can be found from the Chart of Accounts within your QuickBooks® Company File. The COGS Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your COGS Accounts. Select the COGS Account that would like to have the QuickBooks® Integration send cost of goods information:

• Cost of Goods Sold
• Freight and Shipping Costs
• Merchant Account Fees
• Product Samples Expense
• Purchase Discounts
• Purchases - Resale Items

Account Settings - Inventory Asset

The Inventory Asset Accounts can be found from the Chart of Accounts within your QuickBooks® Company File. The Inventory Asset Accounts that are displayed within your Control Panel depend on the choices that you have made within QuickBooks®. Your first synchronization will pull your Chart of Accounts into the Control Panel and list all of your Inventory Asset Accounts. Select the Inventory Asset Account that would like to have the QuickBooks® Integration send Inventory information:

• Employee Advances
• Inventory Asset
• Prepaid Insurance

Account Settings - Other Settings

You will have the option to manage three other settings from your QuickBooks® Account Settings page in your Control Panel. You will be able to update the Chart of Accounts from QuickBooks®, upload new Products that you have added to QuickBooks®, and upload Inventory Quantities that you have modified in QuickBooks®.

• Pull in Chart of Accounts from QuickBooks on the next sync: When this option is selected your QuickBooks® Integration will update the Accounts listed in the drop-down menus for the Income, COGS, and Inventory Asset accounts on the Account Settings Page. If you have recently made changes to your Chart of Accounts it is recommended that you update your Account Settings.
• Pull in products from QuickBooks on the next sync: When this option is selected your QuickBooks® Integration will upload any products from QuickBooks® that have not already been entered into your Online Store. You can then use the "Add Products from QuickBooks" menu. To select the Products that you wish to add to your store.
• Pull in inventory from QuickBooks on the next sync: When this option is selected your QuickBooks® Integration will update any the Inventory Quantities for any products that are listed in your store and within QuickBooks® with the Inventory Amounts listed in QuickBooks®.

How do I save my changes?

If you have made any changes within the QuickBooks® Account Settings Menu you will need to click the "Save" button before they will take effect. If you would prefer to exit without saving, click on the "Cancel & Return" button to return to the main QuickBooks® Integration Menu screen.

What Settings can I control from QuickBooks® Web Connector?

From the QuickBooks® Web Connector program you will have the option to control if the synchronizations times between your Online Store and QuickBooks® and if they are run manually or automatically.

• Auto-Run: When this option is selected in the QuickBooks® Web Connector synchronizations will occur between your Online Store and QuickBooks® as often as you have specified.
• Every_Min: When you have selected to have synchronizations automatically run, this is the number of minutes there will be between each sync. This number will be automatically set to a default of 300 (5 Hours).
• Password: This is the password for the account that you use to login to the Control Panel for your Online Store. When you update your password for your Control Panel you will need to change the password in the Web Connector or your QuickBooks® Integration will no longer be able to connect.