![]() ![]() You can also select how you want to match your eBay products with your QuickBooks Online products.Allow Credit Card Payments - Tick this option if you want to allow credit card payments for the transactions.If not set, the transaction date is used as the due date. This is calculated using the transaction date, the Due Date Offset and the type specified. DueDate Offset - A due date type will be assigned if transactions do not have a due date.Rounding Off Product - Select the preferred product to be used when sending rounding discrepancies as a line item.Automatic Invoice Numbers - This option allows you to disregard the eBay order number completely, and use the sequential numbering convention within your accounting system.Alternatively, if you do not want any customer records to be created within your accounting system at all you can select the Generic Online Sale Customer option, this means all sales will be synced to your Accounting system against a generic " eBay" customer record. The default option is Original Customer, however, if your eBay customers specify a company name and you prefer to have that appear within your accounting system instead, then you can opt for the Customer's Organization option. This particular option allows you to choose the nature of the customer record that is being created. Assign Sale to the - Most accounting systems require a customer record to be specified when a sales invoice is created.This is an option unique to QuickBooks Online, and only if you have set up Classes or Locations within your QuickBooks company file. Assign Sales to Class / Assign Sales to Location - These two options allow you to choose a default Class or Location within your QuickBooks Online system.Select Tax Type - This option will allow you to set your preferred tax type to be used when sending Sales to QuickBooksOnline.Surcharge Product - This ensures all surcharge line items that are not assigned to a specific surcharge product are assigned to the default surcharge product selected here.Discount Product - Similar to the Shipping item option above, you can specify a dedicated discount 'Item' so you can track your discounts on sales.This will allow you to easily track any revenue generated from shipping charges. If this occurs, the integration can allow you to specify a dedicated "Item" to assign these shipping charges. Use Shipping Item - You may be charging your customers extra shipping charges on your sales.For example: If you have order '1234' in eBay and you add the prefix 'EB' in the configuration, your order will be retrieved into QuickBooks Connector with the order number 'EB1234' and sent to QuickBooks Online accordingly. Order Number Prefix - The prefix you input here is added to all orders retrieved from your eBay account.You also have the option to select whether you want the sale to be created as Sales Invoice or Sales Receipt to QuickBooks OnlineĬlick on the Advanced Options and set up the following:. ![]() You will have to set up the filters based on the Order Status Set up the filters to determine which orders will be retrieved from eBay.When you tick the When an Order is created in eBay, create a Sale in QuickBooks Online workflow, you will be asked to: Stock Level Updates from QuickBooks Online will be sent to eBay.Products from eBay will be created in QuickBooks Online.Sales from eBay will be sent to QuickBooks Online as an Invoice.In this walkthrough, these workflows will be selected to demonstrate the full capabilities of the setup process. You will be presented with workflows that are all optional. You will be required to set up your Synchronization Options before you can start configuring your workflows. Please be aware that we do expect you to have some basic accounting knowledge to make sure that the integration settings are tailored to your business and accounting practices.ġ. The configuration process below will present you with various options detailing exactly how you want your eBay and QuickBooks Online integration to work. If you haven't already connected your apps, you can follow our guides to connect eBay and QuickBooks Online. Connectīegin by connecting your apps to QuickBooks Connector. Shipping Labels or costs from eBay is not part of the sync process at this time, however, our developers are working to add this as a new feature. NOTE: The QuickBooks Connector for QuickBooks Online is not compatible with QuickBooks Self-Employed, QuickBooks Desktop, and QuickBooks Enterprise. Below is a step-by-step walkthrough, highlighting some useful key points throughout the process. Set up your QuickBooks Connector integration between eBay and QuickBooks Online within minutes using our simple setup process. ![]()
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