Steps
- Open the tab. Go to QuickBooks › QuickBooks Desktop and open the Accounts & items tab.
- Fetch from QuickBooks. Click Fetch from QuickBooks, then let Web Connector run on the QuickBooks PC and refresh. SeroPOS reads your accounts, items, vendors, tax codes and payment methods.
- Use suggestions. Click Use suggestions. Fields SeroPOS recognises fill themselves in; the rest become dropdowns of names that exist in your file.
- Map accounts and items. Check each mapping: income, cost of goods sold, inventory asset, inventory adjustment, the bank account cheques are written from, default expense, discount, tip, shipping, packing, surcharge and rounding.
- Create what's missing. Missing an item? Use Create in QuickBooks under Missing something? SeroPOS creates it with the right type and tax treatment and maps it.
- Or create everything. On a new company file, Create everything in QuickBooks sets up all the accounts and items SeroPOS needs in one go.
- Map expense categories. Under Expense categories, pick a QuickBooks account per category. Blank uses the default expense account.
- Save. Save. Records waiting on a missing name retry automatically.
Why fetch first
QuickBooks Desktop rejects a record that names an account or item it doesn't have, and a single typo can hold up every sale. Fetching the catalogue means the dropdowns only offer names that really exist in your company file. If you rename something inside QuickBooks, fetch again to refresh.
Good to know
Fetching and creating happen on the next Web Connector run, so give it a minute and refresh. QuickBooks is part of the Pro plan. The QuickBooks item shows in the back office sidebar when your subscription includes it and you're an admin or hold the QuickBooks permission.
Frequently asked questions
Why are my mapping dropdowns empty?
SeroPOS hasn't read your company file yet. Click Fetch from QuickBooks, let Web Connector run on the QuickBooks PC, then refresh the page.
Can SeroPOS create the accounts and items for me?
Yes. Use Create in QuickBooks for a single missing account or item, or Create everything in QuickBooks on a new company file to set up all of them at once.
What is the rounding account for?
QuickBooks rounds half-cents differently from some tills. If an invoice is out by a few cents, SeroPOS adds a small rounding correction line to the account you map here so the invoice matches the sale.