Configure Orders Download for QuickBooks

When you download order information from ShopSite to a QuickBooks Import File, order and product information is assigned to QuickBooks accounts and item types. Use the fields on this screen to configure which QuickBooks accounts and item types are used.

Transactions

Each order from your ShopSite store will be converted to a QuickBooks transaction when you download it, and it will be assigned to a specific transaction type and account. Select the transaction type and account that you want to use.

Transaction Type and Account

Select whether to download your orders as Invoice transactions or Cash Sale transactions, then select the account to use with the transaction type that you choose.

Transaction Memo

You can optionally enter a text memo here that will be added to each transaction when you download orders. You can use this field to make it easy to identify ShopSite transactions by entering something like "ShopSite."

Import Products with Orders

ShopSite can optionally include product information when you download order information for QuickBooks. If you track your inventory in QuickBooks, you should enable this feature. You can assign ShopSite products to a specific QuickBooks item type, and you can record product sales in a specific sales account. The values that you set here are default values; you can assign different item types and sales account for individual products when you add or edit those products.

Import Products

Check this box to have ShopSite include product information when you download order information for QuickBooks.

Item Type

Select the default Item Type to assign products in QuickBooks. This will be used unless you have specified another Item Type on the Edit Product Information screen. If you are unsure which type to select, choose Non-inventory part item, because QuickBooks allows you to change that type later.

Sales Account

Select a QuickBooks account to track product sales.

Sales Tax

If you have configured ShopSite to calculate sales tax on orders, tax information will be included with each order that you download for QuickBooks. Use these fields to select how you want to record that information in QuickBooks.

Tax Item

Select the QuickBooks tax item that you want assigned to the tax on each order.

Tax Account

Select the tax account that you want to use to track sales from your ShopSite store.

Tax Agency

Select the tax agency that you use to report your sales tax.

Tax Memo

Optionally enter a text memo to be added to each ShopSite tax item downloaded for QuickBooks.

Click Save Changes to save your settings, or click Cancel to abandon changes, and return to the Database Download Options screen.

Transactions Each order from your ShopSite store will be converted to a QuickBooks transaction when you download it, and it will be assigned to a specific transaction type and account. Select the transaction type and account that you want to use.
Transaction Type and Account	Select whether to download your orders as Invoice transactions or Cash Sale transactions, then select the account to use with the transaction type that you choose.
Transaction Memo	You can optionally enter a text memo here that will be added to each transaction when you download orders. You can use this field to make it easy to identify ShopSite transactions by entering something like "ShopSite."
Import Products with Orders ShopSite can optionally include product information when you download order information for QuickBooks. If you track your inventory in QuickBooks, you should enable this feature. You can assign ShopSite products to a specific QuickBooks item type, and you can record product sales in a specific sales account. The values that you set here are default values; you can assign different item types and sales account for individual products when you add or edit those products.
Import Products	Check this box to have ShopSite include product information when you download order information for QuickBooks.
Item Type	Select the default Item Type to assign products in QuickBooks. This will be used unless you have specified another Item Type on the Edit Product Information screen. If you are unsure which type to select, choose Non-inventory part item, because QuickBooks allows you to change that type later.
Sales Account	Select a QuickBooks account to track product sales.
Sales Tax If you have configured ShopSite to calculate sales tax on orders, tax information will be included with each order that you download for QuickBooks. Use these fields to select how you want to record that information in QuickBooks.
Tax Item	Select the QuickBooks tax item that you want assigned to the tax on each order.
Tax Account	Select the tax account that you want to use to track sales from your ShopSite store.
Tax Agency	Select the tax agency that you use to report your sales tax.
Tax Memo	Optionally enter a text memo to be added to each ShopSite tax item downloaded for QuickBooks.