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
Note the last field: Order Export Mode - this controls how and when invoices go from Foodrazor to QBO. Your choices are:
(1) Automated - As soon as an Invoice is processed we'll run through the hierarchy: Product - Supplier - Product Group - Default. Which means if you map a product it will apply the product mapping, then look for supplier, etc.
(2) Manual - Same hierarchy as Automated, but you need to manually hit export in the Invoice tab (or Export All from the dropdown).
(3) Product Group Setting Required - Before an invoice can be exported each product must be assigned to a Product Group. This is the "goldilocks" zone where you do the action once and get two benefits. Product Groups let you see your spend in a more detailed group than you may want on your P&L. Create a Product Group for Proteins, Veggies, Fruit, and Grains, which gives you deeper reporting insight into how you're spending, but they're all mapped to COGS Food, and that keeps the P&L tight.
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.
Step Three: Taxes
If you're tracking your taxes in QBO, you need to map your tax rate from the dropdown to an input of the actual rate (in %) that's applicable.
Step Four (Optional): Map Products, Product Groups, and/or Suppliers
Reflecting on step one, if you require more detailed mapping than the defaults, you'll need to select some of these options to map. Product Group is again a great choice; the list is smaller than trying to map every product just for your accounting.
Remember the hierarchy applies to all the mapping.
Viola! You're done.