This integration ascertains all critical data with regards to your orders and returns gets synced automatically. Redefine Solutions would handle contacts, products, sales invoices/credits, and purchase invoices/Credits in your QuickBooks account. Sales receipts and refunds generated in either system will move through to the other, enabling you to decide where to handle consumer payments. Accounts payable could get managed in QuickBooks, with any Payments or refunds updating the linked purchase order in Redefine Solutions.
- Cut down manual data entry as transactions show up automatically in your books
- Get more productive by cutting back time on bookkeeping tasks
- Connect numerous QuickBooks accounts to just one Redefine Solutions account
- Utilize either Redefine Solutions or QuickBooks for handling accounts receivable
- Integrate conveniently without the need of a developer
How It Works
Sales Payments And Refunds
Sales payments and refunds can be carried out in either Redefine Solutions or QuickBooks, with the other system getting updated automatically. Payment methods are mapped in the connector settings to make sure correct account is updated.
New customer and vendor accounts generated in Redefine Solutions, or adjustments made to existing accounts, would be shown in Quickbooks Online. Details including name, company, email, billing/shipping address, and the currency get transferred.
Primary product data like SKUs and product names will get sent from Redefine Solutions to QuickBooks Online. New products included in Redefine Solutions would get created in QuickBooks with modifications made to current products also gets synchronized.
Purchase Invoices And Credits
Whenever a purchase order gets to the invoiced status in Redefine Solutions, a purchase order get generated in QuickBooks Online that contains the relevant products/services, all set to be copied to a bill. Purchase credits get synchronized in the same manner.
Sales Invoices And Credits
Whenever a sales order gets to the invoiced status in Redefine Solutions a sales invoice with the consumer, date, products/services, amounts, etc. is generated automatically in QuickBooks where inventory gets deducted. Sales credits get synchronized in the same manner.
Inventory in QuickBooks is updated when it comes to financial transactions, i.e., inventory gets decreased as sales invoices get generated and increased as purchase orders get billed. Our inventory adjustment synchronization is coming soon!
Purchase Payments And Refunds
Payments refunded against connected orders and credits would be created in Redefine Solutions.