Download data from QuickBooks Online

Download data from QuickBooks Online

Overview

Cin7 Omni downloads classes, sales taxes, purchase taxes, your chart of accounts, customers’ open balances, and payments towards invoices from QuickBooks Online.

When you set up your QuickBooks Online integration, Cin7 Omni will download data on lists, taxes, customers, and payments:

  • Classes

  • Chart of accounts

  • Sales and purchase taxes

  • Customers’ open balances

  • Payments towards invoices

And every time you open your integration, it’ll download new data. You can also download new data by selecting Refresh on the QuickBooks Online dashboard in Cin7 Omni.

Classes

In QuickBooks Online, you can use classes to track transactions.

Cin7 Omni downloads new QuickBooks classes as product types. To view your QuickBooks Online classes in Cin7 Omni, log in as an administrator, open the user menu, and select Settings. Under Products, select Product Types.

You can assign products to product types (classes) when creating or updating products in Cin7 Omni.

Chart of accounts

In QuickBooks Online, you can add new accounts.

Cin7 Omni downloads new QuickBooks Online accounts. To view your chart of accounts in Cin7 Omni, select the Admin tab and then the Chart of Accounts subtab on your QuickBooks Online dashboard.

Find out how to use accounts to categorize transactions in Cin7 Omni.

Sales and purchase taxes

In QuickBooks Online, you can set up sales and purchase taxes.

Cin7 Omni downloads new QuickBooks Online taxes. To view your taxes in Cin7 Omni, select the Admin tab and then the Tax Rates subtab on your QuickBooks Online dashboard.

Find out how to assign tax rates to sales and purchases in Cin7 Omni.

Open balances

Cin7 Omni downloads the open balances of linked customer contacts  from QuickBooks Online:

  1. From the menu, select CRM.

  2. Select the customer contact.

  3. Under Accounts, see Balance Owing.

Invoice payments

Cin7 Omni downloads payments towards invoices from QuickBooks Online. To view a payment in Cin7 Omni, open the matching sales order and see the Payments section.

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