AmeriSync: Importing Orders and Customers into QuickBooks

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alert.png Amerisync does not work with Windows XP, as it requires .NET Framework 4.5.2 or higher

Step 1: Enable AmeriSync support in AmeriCommerce Spark Pay Online Stores

In your Americommerce Spark Pay Online Stores Spark Pay Online Stores Admin Console, click Tools > Apps & AddOns > Quickbooks and supply a login and password, then click Enable and then Save.  This will be something you create just for AmeriSync to be able to securely access your Americommerce Spark Pay Online Stores data.

Step 2: Configure AmeriSync

Open Quickbooks and load your company file. 

Launch AmeriSync and on the Settings tab, put your Store URL like this (replacing yourstore. Americommerce Spark Pay Online Stores .com with your own store's SSL domain):

https://yourstore . Americommerce Spark Pay Online Stores .com/store/admin/webservices/ameriquick/AmeriQuick.asmx

Then supply your login and password as configured in Americommerce Spark Pay Online Stores .

Check Inventory in the grid if you want Quickbooks to control the inventory count.  Please make SURE Quickbooks inventory counts are up to date as this will synchronize inventory between Americommerce Spark Pay Online Stores Spark Pay Online Stores and Quickbooks.  This makes Quickbooks the master inventory place.

Click Active to activate the store.

Also configure your Special Items for Shipping, Discounts, and Non-Mapped Items, Sales Tax Item to items pre-defined in your Quickbooks company file, then rename your Credit Card Types if they do not match your Quickbooks configuration. 

The first time you run AmeriSync Quickbooks will prompt you to allow AmeriSync to access Quickbooks.

Next, decide if you wish to import your new orders as Invoices, Sales Reciepts, or Sales Orders.

Finally, click Save Settings.

Step 3: Catalog Mapping

Each item in your catalog will need to be mapped to an item in Quickbooks. Click on the Catalog Mapping tab and then click Download Catalog.  Your entire Americommerce Spark Pay Online Stores Spark Pay Online Stores catalog will be downloaded to AmeriSync and you can begin mapping your products to Quickbooks products. 

For a potentially faster method, you can click Export Quickbooks Items, which will create a CSV file that you can combine with a CSV Catalog export from the Americommerce Spark Pay Online Stores Spark Pay Online Stores Data Export Tool.  You can then use Excel to combine to associate your Americommerce Spark Pay Online Stores Spark Pay Online Stores items to your Quickbooks items by populating the QBItemID fields on the Americommerce Spark Pay Online Stores Spark Pay Online Stores Catalog export file.  Once you are finished you can re-import the Americommerce Spark Pay Online Stores Spark Pay Online Stores Catalog CSV file back into Americommerce Spark Pay Online Stores Spark Pay Online Stores to automatically map your products.

Step 4: Sync

Go to the Sync Activity tab and click the Sync with Active Stores button.  A log will display in the window showing the activity as it happens.

 

Step 5: Automated Syncing (Optional)

If you have mapped, tested and ready to put this on a schedule, go to the settings screen and under Automatic Sync, check 'Enabled' and put the time interval you would like to sync the data.  As long as this service is running, the sync will occur on that interval.  This application can be added to your startup for the computer or server it is installed on to ensure it is always running.

 

 

NOTE:

Amerisync cannot send tax data to Quickbooks. Quickbooks calculates the tax itself. This not a defect or a missing feature. This is by design with Quickbooks. 

Item Groups do not allow you to specify pricing.  We support them, but we can’t set the price.  Quickbooks calculates the price based off of the items as they are in QB.  This is by design and you cannot even change it if you are entering an order in QB.

If this is a feature you need, you'll want to look at inventory assemblies. You add these very similar to how you add Item Groups, however you can specify the cost and pricing and do a lot more reporting on them.  Anyone who wants to control pricing on a set of items sold as a single SKU item in Americommerce Spark Pay Online Stores Spark Pay Online Stores needs to use Inventory Assemblies, which AmeriSync does support including setting pricing.  It is treated like a regular item.

 

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Comments

  • Avatar
    Sheri Newkirk

    I am unable to map my shipping to AmeriSync and when I try to download the catalog it says "error".  Can someone help me through this?  Thank you!  Sheri

  • Avatar
    Jason Ochsner

    Hi Sheri,

    That generally indicates that AmeriSync is unable to reach your storefront.  Check that store URL value in the settings tab of AmeriSync is pointing to your AmeriCommerce site:

    replace yourstore.americommerce.com below with your AmeriCommerce secure domain:

    https://yourstore.americommerce.com/store/admin/webservices/ameriquick/AmeriQuick.asmx

    If you have found the URL to be correct (you can test by browsing to it should pull up the AmeriSync webservice page) the next step is to check the username/password combination.

    If you require further assistance please let me know in your support ticket or by calling me direct (my number is listed with my initial reply).