The purpose of integrating Quickbooks with Unleashed is to provide a seamless and accurate sales, inventory and accounting solution.

What is QuickBooks?

QuickBooks is a set of software solutions designed to manage payroll, sales and other accounting needs of a small business. 

Benefits of integration

Users can use Unleashed to manage their inventory and have all stock movements and contact updates automatically sync with QuickBooks. For example, when you sell a product, Unleashed updates the stock on hand for that product and sends the information to QuickBooks for accounting purposes, allowing you to have a fully integrated inventory and accounting management system.

What happens when QuickBooks is integrated with Unleashed?

• Your QuickBooks accounts are linked to Unleashed.
• You can optionally export all your customers, suppliers and business transactions (sales, purchases, supplier returns, credits, customers, suppliers) and adjustment journals in real time.
• Import all your customer and suppliers and sync them instantly.

Import from QuickBooks to Unleashed

The following data can be imported from Quickbooks to Unleashed at any time:

• Taxes
• Chart of Accounts
• Customers
• Suppliers

Any time a new tax, account, customer or supplier's created in Quickbooks you can import them to Unleashed to establish a mapping for the integration, ensuring all updates and subsequent transactions are processed accurately and successfully across both platforms. 

Export from Unleashed to QuickBooks

Using the configuration option available within the Quickbooks integration, the following records and transactions will sync and export to Quickbooks:

• Customers
• Suppliers
• Sales Invoices
• Purchase Orders
• Journals (Shipment, Adjustment, Sales, Credit)
• Assembly/Disassembly Journals for never diminishing products
• Credits
• Supplier Returns

Integration flow descriptions

• All changes made to Customers and Suppliers in Unleashed will automatically export to QuickBooks to either update the synced contact or create a new contact in Quickbooks.
• Customers, Suppliers and Employees in Quickbooks cannot use the same Display Name. Display Names in Quickbooks must be unique and match Customer Codes and Supplier Codes in Unleashed. 
• When enabled, only Sales Invoices, Purchase Orders, Supplier Returns, Credits and Adjustments with a Complete status will be exported.