QuickBooks Pro
Overview
Connect your QuickBooks Pro account to Cin7 Omni to allow seamless order and inventory synchronization.
QuickBooks Pro enables you to track business performance, with no accounting knowledge required and easy to use tools and simple set up.
Cin7 Omni's QuickBooks Desktop Integration is only supported in the United States.
Integrating QuickBooks Pro 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 Pro to suit your specific accounting setup.
Import transactions
When Cin7 Omni imports a transaction to QuickBooks Pro, it creates a Draft. While a transaction is a Draft in QuickBooks Pro, you can re-import any changes made to that transaction.
Cin7 Omni cannot update transactions after you have approved them in QuickBooks Pro. If you need to make a change after approval, it is recommended to manually update the transaction in both QuickBooks Pro and Cin7 Omni.
Do you import automatically?
Importing transactions to QuickBooks Pro can be completed in a few simple steps.
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 Pro 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 Pro).
Once the two systems have been connected, you will need to configure Cin7 Omni to work correctly with your QuickBooks Pro integration.
Once the connection has been set up and tested, 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 Pro).
Additional recommended practices for inventory accounting recommended for Cin7 Omni users can be found in the General Account Settings section.