Getting Started with QuickBooks

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Use QuickBooks with your DistributorCentral account to track your company's finances! 

Our QuickBooks support is for the QuickBook Desktop version and allows you to export Customer Invoices or Purchase Orders out of DistributorCentral in a QuickBooks supported file format (iif) so you can import them into QuickBooks.

The DistributorCentral QuickBooks Download Invoices / Purchase Orders to QuickBooks feature requires that you have the following accounts setup within QuickBooks 

  • Accounts Receivable
    Your account will already have this account type, but take note of the account name as it could have changed to meet your accountants needs. The account name will be used when configuring the export in DistributorCentral.
    View Guide >>
  • Sales 
    This is the account you use to record your sales. Again, take note of the account name as it could have changed to meet your accountants need and will be used when configuring the export in DistributorCentral.
    View Guide >>
  • Sales Tax Payable to DC
    This is a new account you will have to create. 
    View Guide >>
  • Purchase Orders to Suppliers
    If you are exporting Purchase Orders to Suppliers, you must have Purchase Orders enabled within QuickBooks.
    View Guide >>

Now that you have your QuickBooks account setup, you can export your Customer Invoices or Purchase Orders to Suppliers from DC and import them into QuickBooks. 

Follow these help guides to get started!

Check out these supporting docs that may help you along the way

Please Note!
QuickBooks is best used for accounting and its not recommended to use it for sending orders because the Promotional Products Industry's transactions are much more complex than what QuickBooks allows. For the most accurate order and most efficient process you should still send Purchase Orders through DistributorCentral. 

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