Vinosmith can be configured to create / update Quickbooks Online Items from your Vinosmith Wines.

Please note: contact Vinosmith Support for help with this specific integration.

Step 1: Contact Vinosmith Support to Request this Integration

Vinosmith will need to perform some development to enable this integration specifically for your organization, and they will follow up with the required questions to complete this task.

Important Consideration(s) before enabling this feature:

  1. How should Quantity On Hand be reflected or not reflected in Quickbooks? Should Quickbooks be the source of truth for inventory quantity or should Vinosmith? The choice to this dictates how quantities are pushed to Quickbooks during Item create / update.

Step 2: When Integration Is Ready, you will be notified

Once this integration is ready, you will be notified and invited to make final configuration choices. In Vinosmith, navigate to your Administrative panel and click on Quickbooks Online > Settings.

Relevant settings to note:

Quickbooks Item Persistence: 

  • None: no push of Vinosmith Wines will be performed. This is the default behavior.
  • Create and Update: Allow new wines and updates to existing Wines to be pushed to QuickBooks.

In Quickbooks, there are multiple Item Types (Inventory, Non-Inventory, Service, etc). When you contact Vinosmith Support to request this integration, you will be asked to specify which Item Types should be pushed to QuickBooks. For your inventory items in Vinosmith, they will most likely be pushed to QuickBooks as Type = Inventory. However, if you have custom needs, please let Vinosmith know. Items can be pushed as another type, such as Non-Inventory or Service.

Assuming you are creating Inventory Items in Quickbooks, then 3 Chart of Account selections are required:

  • Income Account: most likely an account such as "Sales of Product Income"
  • Expense Account: most likely an account such as "Cost of Goods Sold"
  • Asset Account: most likely an account such as "Inventory Asset"

Step 3: Create / Update Quickbooks Items

Once your organization is fully configured and implemented, when you are editing a Wine, a checkbox is available at the bottom to "Create / Update in QuickBooks?"

Checking that option during a Wine save operation will push those changes to Quickbooks and will either result in the creation of a new Item or the update of an existing Item.