By default all order types will be exported. Adjust any additional order Type parameters if you are only looking to export specific order types (i.e. **If you are just looking to export all Authorized, Completed, Voided, and Refunded orders then you can skip to Step 7.**ģ. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia. Enter the date range you wish to report on. Navigate to Reports > Sales and select either Quickbooks or Quickbooks (V2) report.Ģ. Select whichever better supports your mapping style with Transaction Pro Importer. The filters below are the same for both, only the columns in the export are different. There are two versions of Quickbooks exports available: Quickbooks Export and Quickbooks Export (V2). WGits for QuickBooks Support hours are weekdays, 9am - 4pm.įor immediate assistance, please email us here or call 1 (707) 927-3334. To learn more about WGits for QuickBooks, please contact WGits for a demo. You can also watch a 20 minute pre-recorded demo of the integration here. This solution is available to clients in North America using a desktop version of QuickBooks. There is a $499 setup fee and a monthly cost of $99.99 charged by WGits.
There is a $250 setup fee and a monthly cost of $99.99 charged by WGits.
This solution is available to clients in North America using QuickBooks Online. Easy setup and ongoing support: The WGits team configures everything for you and can be reached over the phone, email and chat for help.Field synchronization: Tax, inventory and class fields mapped from WineDirect.Handles split tenders and refunds: No longer requires users to manually adjust orders that have been refunded or paid for with multiple tender types.SKU Assist: Automatically checks that SKUs are matching in both systems.Detailed error reporting: Research and make corrections when you have time instead of needing to fix orders on the spot.Scheduled automatic transfers: Upload new orders every night, week or month.Key Benefits of WGits QuickBooks Integration: Through our partner, WineGlass Integration Technology Solutions (WGits), WineDirect clients can leverage an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions to either QuickBooks Online or Quickbooks Desktop. Website Accessibility & ADA Helpful Additions.
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