Managing QuickBooks Items

Managing QuickBooks items in CommerceJet allows you to keep inventory in sync and manage item data efficiently. Follow this guide to access and import your QuickBooks items.

Step 1: Access QuickBooks Settings

From your CommerceJet Dashboard, go to the side menu and select Settings. Click on QuickBooks to view details about your linked QuickBooks account.

• Company File: Verify the QuickBooks company file details.
• Connection Status: Ensure the status is displayed as Verified.
• SKU Field: Review the item name used for mapping.
• Default Tax Code: Set a default tax code if needed.

You can configure settings such as the SKU field and default tax code under the Settings tab.

Step 2: Import Items from QuickBooks

To bring your items from QuickBooks into CommerceJet, click on Manage QuickBooks Items to access the import options. If you currently have zero items, follow these import methods:

1. QuickBooks Items Download

Select this option to automatically import all items from QuickBooks Desktop into CommerceJet with a single click. The next QuickBooks Web Connector run will sync your items to keep them up to date.

2. Import via CSV File

If you prefer a CSV file import, a pop-up will provide instructions. Once your CSV is ready, upload it to CommerceJet to complete the import.

3. Manual Entry

To add an item manually, simply fill in the item details in CommerceJet and click Submit to save.

Step 3: View and Manage Imported Items

After importing, a table will display all imported QuickBooks items along with their corresponding mappings. Review the item names, SKUs, and other details to ensure accuracy.

Success!

You’re now set to manage QuickBooks items seamlessly in CommerceJet. With synced inventory and item data, your e-commerce operations are now more efficient.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.