NOTE: If you are currently using the QB export to process Fintech order, be sure to reach out to your Fintech representative before you transition to Vinosmith to ensure that everything is processed correctly.

Here is how to export your orders:

  1. Go to Orders screen
  2. Click on Export orders
  3. Select Fintech
  4. Select the supplier from the drop down menu
  5. Select the appropriate parameters
  6. Optional: Toggle Account Payment Provider to Fintech. (Please only perform this step if you have communicated with Vinosmith and aware of this setting. Otherwise just skip this step).
  7. Select a date range
  8. Use Account: External Identifier(1) when populated? -- please check this box if this applies to you (please see note below for more information)
  9. Click the blue Export button

 

What does "Use Account: External Identifier(1) when populated?" mean?

  • Fintech requires the Account Name in Vinosmith to exactly match what is in Fintech. 
  • If it doesn't, then the External Identifier(1) field at the Account level can be used to reflect the "exact match to Fintech name", and that checkbox would reflect those values when running the report