What the Web Connector Can Do
The Web Connector is a utility created by Intuit for QuickBooks that pushes over information from our POS to QuickBooks. Here are some key details:
- The Connector is a program you download and install onto the computer where you have your QuickBooks program. It is completely free to download. Most likely, it is already installed on your computer along with QuickBooks itself, since it is bundled with that program.
- You run the Connector daily in the morning, updating your information for the previous day (it only takes about two minutes to run).
- It pushes over transactions including On Account, Gift Cards, Layaways, Outside Financing, Cost of Goods Sold, Assets, and of course regular transactions.
- Payment type is broken out for all revenues, and credit/debit card company is also specified in the exported data.
- We can also show you how to set up CoGS and Assets by department if you wish.
- We handle returns and we can either push all the sales into undeposited funds or into a bank account that you have created in your system.
- We also push over completed Receiving Orders from our POS and create a bill as well as update your Asset account.
- We can handle multi-store.
What the Web Connector Can't Do
Here are a few things we can’t do yet:
- The Connector does not push over individual customers or products.
- When we create bills, we push over the date the Receiving Order was created and we use the assigned invoice number, not the date the invoice was created from the vendor, nor the invoice number you might have. We hope to have these updated in the near future.
- We don’t organize income by departments.
- Currently all transactions can either come over as individual line items, or in a combined summary.
- We can push info over to QuickBooks on the Cloud, but it requires the use of a third-party app that costs $20 a month.
- We can’t upload the web connector to a Mac because it’s an .exe file.
Setting Up Your Web Connector
We like to set up the web connector after you’ve been using the system for at least two days so we have transactions to push over and use for testing. It usually takes about an hour and a half to do this.
We can set it up at any point and we go back into your history years if necessary to update information.
Please email firstname.lastname@example.org and in the Subject line, enter QB Setup Request, your company name, and your Customer ID. You can find your Customer ID under the gear-shaped button on the far right of our blue Admin Toolbar.
Or if you would like to set the integration up yourself, click here for a full walk-through.