Vinosmith can create Quickbooks Invoices from Orders.

Your account must be configured with Quickbooks integration, the rest of this article assumes the integration is in place.

Creating Invoices requires the Account and Wine data on the order to be mapped to Customers and Items, respectively. The Sales Reps should also be mapped, but this is not a requirement.

If Vinosmith has created Accounts from your Customers and Wines from your Items, then the mapping should already be in place.

How to create an Invoice (Single Mode)

  1. Only confirmed orders can be pushed to Quickbooks. Once an order is confirmed, in place of the "Confirm" button is now a "More Actions" drop-down.

  2. In this drop-down is an option to Export, when you choose this option, a Quickbooks Desktop option appears in a pop-up.

  3. On the following screen, you are presented with the Order details. The submit button is available if the Account and Wines in this order are mapped. If there are any missing mappings, you can search for the corresponding record and create the mapping immediately. This mapping persists and will not need repeated for the same item.

  4. At the bottom of the form are additional order details you can adjust.

  5. Finally, click on the submit button.

  6. The next time your Quickbooks Web Connector checks in with Vinosmith, the Invoice will be created in your Quickbooks. If you do not see the Invoice in your Quickbooks but expect it to be present, please get in touch with Vinosmith Support.

How to Batch Submit Invoices

The above steps detail how to push a single Invoice to QBD. Vinosmith can also push multiple Invoices at once.

  1. Confirm all relevant Orders.
  2. On the Orders tab on the click is a section for Quickbooks Desktop, click on the link for Batch Invoices
  3. The Batch Invoices screen lists recently confirmed Orders that have not been pushed to QB.
  4. Choose the Orders you want to submit to QB by clicking their checkbox on the left.
  5. At the bottom, click the button to submit the selected Orders to QB.