For Vinosmith to create QB Invoices, each Wine needs to be mapped to a QB Item.

You will need to manually map each Wine to a QB Item before being able to push Invoices to QB.

It is easy. Let's get started.

  1. Go to a single Wine details screen.
  2. On the left is a section titled External Mapping with a link to  Manage.
  3. Click on Create Mapping and then click on your mapping destination on the next screen - which will be Quickbooks Online or Quickbooks Desktop - choose the appropriate source.
  4. On this next screen, you are prompted to "search" against your QB Item data - click into the box where it says Search Items and enter your search criteria to find the appropriate QB Item that should be mapped to this Vinosmith Wine.
  5. After entering your criteria and pausing, Vinosmith will return 0 or more results for your query.
  6. Click on the entry corresponding to your Vinosmith Wine, then click the Create Mapping button to confirm.

You must perform this mapping for each Wine that needs to be pushed to QB Online on an Invoice.

Note

If you don't see the QB Customer or Item in the mapping search editor, you might need Vinosmith to refresh its knowledge of your QB records. To do this, please see this article