QuickBooks Integration
Import Payment Methods from QuickBooks
Similarly to other types of information being imported into FrameReady from QuickBooks, Payment Methods are primarily used as part of the growing Dictionary we are creating. We will associate a matching FrameReady Tender Type to each Payment Method used in QuickBooks. These should be created before importing and you can have as few or as many as needed to ensure that your bookkeeping is accurate.
Important: If at any time you make changes to the information regarding Payment Methods in Quickbooks, FrameReady will continue to pass the information to QuickBooks using the old directions. It may require reimporting information to ensure that it is accurate.
Importing Your Payment Methods
-
Begin by entering the QuickBooks Integration Setup window.
Follow the instructions here: Accessing QuickBooks Setup -
Select the Payment Methods Tab from the left navigational tabs.
-
Click the Import All Payment Methods from Quickbooks button.
-
It should be expected to take a few moments to several minutes depending on how much information you will be importing into FrameReady.
It is necessary to review what has been imported and match it to the FrameReady Tender Types in your database. Review the process here: Connecting Payment Methods to Tender Types in FrameReady
Keeping Your Quickbooks Information Up to Date in FrameReady
Important! Please be aware that you are required to manually push information into FrameReady from Quickbooks. If you make any changes to the information it is mandatory that you then remove all records and reimport the information from Quickbooks. Importing without removing records will not update records. FrameReady will only import new records that have been added since the last update, leaving the other records otherwise untouched.
It is mandatory that you update the information in FrameReady whenever you make changes to accounts, items, etc in QuickBooks. This may require that you remove and update all of the information in your system.
For more information about this process see: How to Remove and Update All Records[link]
© 2023 Adatasol, Inc.