QuickBooks Premier

QuickBooks Premier

Overview

Connect your QuickBooks Premier account to Cin7 Omni to allow seamless order and inventory synchronization.

QuickBooks Premier is Intuit's desktop accounting software for medium businesses and includes a number of industry-specific tools.

Cin7 Omni's QuickBooks Desktop Integration is only supported in the United States.

Integrating QuickBooks Premier with Cin7 Omni will allow you to: 

  • Import Cin7 Omni Purchase Orders as Bills

  • Import Cin7 Omni Sales Orders as Invoices

  • Import Cin7 Omni Credit Notes and Vendor Credit Notes

  • Import Cost of Goods Sold (COGS)

  • Synchronize inventory values (not quantities)

Cin7 Omni's integration has multiple settings that allow for detailed control of how Cin7 Omni interacts with QuickBooks Premier to suit your specific accounting setup.

Import transactions

When Cin7 Omni imports a transaction to QuickBooks Premier it creates a Draft. Whilst a transaction is a Draft in QuickBooks Premier, you can re-import any changes made to that transaction.

Cin7 Omni cannot update transactions after you have approved them in QuickBooks Premier. If you need to make a change after approval, we recommend you manually update the transaction in both QuickBooks Premier and Cin7 Omni.

Do you import automatically?

Importing transactions to QuickBooks Premier can be completed with a few clicks.

Due to the way the web connector works, it is not possible to automate the import of accounting transactions. However there are a few good reasons not to do this anyway:

  • It provides an opportunity to match contacts in Cin7 Omni with contacts in QuickBooks Premier carefully and accurately.

  • It encourages a level of scrutiny of the data that is imported, preventing unchecked errors building over time.

Setup and use

Connecting to Cin7 Omni is a simple case of following some on screen steps, explained in Connecting QuickBooks Enterprise to Cin7 Omni(the same steps apply to QuickBooks Premier).

Once the two systems have been connected, you will need to configure Cin7 Omni to work correctly with your QuickBooks Premier integration.

Once the connection has been set up, transactions can begin to be imported. For information on how each import works, see our Integrating Cin7 Omni with QuickBooks Desktop  documentation (the same steps apply to QuickBooks Premier).

Additional recommended practices for inventory accounting recommended for Cin7 Omni users can be found in the General Accounting Settings  section.

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