You've created your Foodrazor account - and now it's time to sync it up to QBO! Let's get started.
Only Admin user roles in Quickbooks are able to set up the integration connection.
Start by navigating to your group settings via the drop down at the top right.
From here, click head to Outlets and select the location you want to setup. Click on the Integrations tab, followed by Available.
Select Quickbooks.
Click on:
Connect to Quickbooks
Confirm
Login and select the appropriate QBO organization (if more than one).
Once Connected
Step One: Default Accounts
Here you will want to select the default COGS account invoices will be tied to, followed by the default tax rate, and which other accounts invoice elements should flow through to.
Please note that all fields must be selected except for Location
Step Two: Supplier Sync
For suppliers that already exist as contacts in QBO, we'll simply want to sync the two. If the supplier does not exist in QBO, no stress! We'll create them as a contact when an order flows through!
Using the dropdown on the righthand side of each supplier, map the Quickbooks Vendor name (the supplier's name in QBO) to the corresponding suppliers.
Viola! You're done.