Configuration: Product Synchronization

Navigate to TNW Quickbooks > Product page which holds configuration for product synchronization

Step-by-step guide

• Synchronization Type
  • Automatic - Magento will try to create / update Quickbooks product as you make changes in real time
  • Manual - Have control which products should be synchronized with Quickbooks and when. You will be able to trigger synchronization from the product record in Magento
• On Delete
  • Leave in Quickbooks - When product is deleted in Magento, DO NOT remove that product from Quickbooks
  • Remove from Quickbooks - When a product is deleted in Magento, also remove it from Quickbooks automatically. (IMPORTANT: Use at your own risk, this process is irreversible, just like it's irreversible in Magento) 
• Income Account
  • Default Income Account to be used when a product in Magento does not have a Quickbooks Income Account specified
• Expense Account
  • Default Expense Account to be used when a product in Magento does not have a Quickbooks Expense Account specified
• Asset Account
  • Default Asset Account to be used when a product in Magento does not have a Quickbooks Asset Account specified
• Default Type
  • Inventory Item - Usually is a physical product which you can touch (eg. a T-shirt, Digital Camera, etc..)
  • Service - Usually is a virtual product (eg. Installation, Subscription, etc..)

Product Grid

• Sync Status:
  
  • Check Mark Icon - Magento product data identical to Quickbooks product data
  • Exclamation Sign Icon - Magento product has not been synchronized yet and data in both systems may differ from one another
• Sync with Quickbooks (action) - Clicking the button will trigger synchronization process with Quickbooks

Product Detail Page

• Quickbooks Id - Id of the corresponding Quickbooks product
• Sync Status:
  
  • In Sync - Magento product data identical to Quickbooks product data
  • Out of Sync - Magento product has not been synchronized yet and data in both systems may differ from one another
• Quickbooks Type
  • Inventory Item - Usually is a physical product which you can touch (eg. a T-shirt, Digital Camera, etc..)

  • Service - Usually is a virtual product (eg. Installation, Subscription, etc..)

    Changing Types

    You cannot change an Inventory Item to a Service. If you specified product type incorrectly, by accident, you would have to remove this product from Magento and re-create it with the proper inventory type

• Income Account
  • A list of available Income Accounts in Quickbooks
• Expense Account
  • A list of available Expense Accounts in Quickbooks
• Asset Account
  • A list of available Asset Accounts in Quickbooks
• Send to Quickbooks (button) - Clicking the button will trigger synchronization process with Quickbooks
• Reset in Quickbooks (button) - Clicking the button will force-overwrite the product in Quickbooks, including the inventory data.

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