This article will help you understand different Suppliers and Items Integration cases between Precoro and QuickBooks.
TABLE OF CONTENTS
Suppliers Integration
There are three ways to integrate your Suppliers with Vendors/Suppliers in QuickBooks:
- Importing Suppliers to Precoro from QuickBooks on the Integration page.
- Syncing Suppliers on the Integration page (if you already have a list of Suppliers in Precoro).
- Creating or mapping a new Supplier in QuickBooks through the Suppliers Management page in Precoro.
Suppliers are synchronized by the two-way method. It means that the changes made in Precoro will affect the integrated data in QuickBooks. The same will happen if you edit the Supplier in QuickBooks. The changes will be displayed in Precoro.
Let’s take a closer look at the three types of integrations:
1. To import Suppliers to Precoro on the Integration or Suppliers Management pages, press the corresponding Import from QuickBooks button.
For the Supplier to be automatically integrated with QuickBooks, there must be an exact match for the Name in Precoro and QuickBooks.
2. Press the corresponding Sync Suppliers button to synchronize the existing Suppliers within the two systems on the Integration page.
For the Supplier to be automatically integrated with QuickBooks, there must be an exact match for the Name in Precoro and QuickBooks.
Manual Supplier Mapping and Unmapping
Now you can manually map and unmap previously integrated Suppliers with QuickBooks through the Suppliers Management page.
- To remove the integration, press the cross icon. Afterward, you will receive a system notification about the success progress.
- To map a Supplier, click the mapping icon, and the system will automatically map the corresponding entries.
For a Supplier to be integrated with QuickBooks, there must be an exact match for the Name and Currency in both systems.
Disable Contact Mapping Option
By default, when a user reconnects or establishes a new connection, all the accounting contacts from QuickBooks and purchasing contacts from Precoro are mapped.
You can disable the default QuickBooks Contact Mapping for your users by simply enabling the corresponding checkbox on the Integrations page.
Changes in Precoro will not affect synced Suppliers in QuickBooks and vice versa.
With Disable Contacts Mapping checked, QuickBooks and Precoro contacts will be disconnected from each other. It will affect the contact integration in the following ways:
- If you already have contacts in Precoro, they will remain in Precoro and will not be transferred to QuickBooks.
- If you already have contacts in QuickBooks, they will remain in QuickBooks and will not be transferred to Precoro.
- If you have contacts in both systems, then contacts from Precoro will remain in Precoro, and contacts from QuickBooks will remain in QuickBooks without being transferred.
Items Integration
There are three ways to integrate your Items with the Products and Services you have in QuickBooks:
- Syncing existing Items on the Integration page.
- Importing Items on the Integration page or the Item Management page.
- Manually mapping Items on the Item Management page.
Please consult this article to learn more about the integration process.