All the SKUs in WineDirect must match exactly to QuickBooks.Transaction Pro Importer Will work with the Canadian & US versions of QuickBooks.Transaction Pro Importer Will work with online version of QuickBooks.Transaction Pro Importer only works with PCs.There are also so other items to consider: Transaction Pro Importer can be downloaded as a free trial version to see if the application will work for your accounting processes. Transaction Pro Importer does not work automatically when downloaded - it requires set-up and mapping to your QuickBooks chart of accounts and item list in QuickBooks. More Information - Is the Transaction Pro Importer Right For You? Click View Report to run the report which will automatically trigger a file to be downloaded. ( Bold Payment Statuses are the defaults used in the report)ħ. Select alternate Payment Statuses is you would like to also include declined tenders. Show Individual SKUs Only: Rather than showing the Bundle SKU in the export the report will display each of the subSKUs that make up the bundle.ĥ.Show Bundle Only: Only the bundles SKU will appear in the export.Select whether you want bundled items to export as their bundle SKU number or per piece (default is the Bundle SKU: Show Bundle Only) or Additional custom order types of your creation. By default all order types will be exported. Adjust any additional order Type parameters if you are only looking to export specific order types (i.e. **If you are just looking to export all Authorized, Completed, Voided, and Refunded orders then you can skip to Step 7.**ģ. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia. Enter the date range you wish to report on. Navigate to Reports > Sales and select either Quickbooks or Quickbooks (V2) report.Ģ. Select whichever better supports your mapping style with Transaction Pro Importer. The filters below are the same for both, only the columns in the export are different. There are two versions of Quickbooks exports available: Quickbooks Export and Quickbooks Export (V2). WGits for QuickBooks Support hours are weekdays, 9am - 4pm.įor immediate assistance, please email us here or call 1 (707) 927-3334. To learn more about WGits for QuickBooks, please contact WGits for a demo. You can also watch a 20 minute pre-recorded demo of the integration here. This solution is available to clients in North America using a desktop version of QuickBooks. There is a $499 setup fee and a monthly cost of $109.99 charged by WGits. There is a $250 setup fee and a monthly cost of $109.99 charged by WGits. This solution is available to clients in North America using QuickBooks Online. Easy setup and ongoing support: The WGits team configures everything for you and can be reached over the phone, email and chat for help.Field synchronization: Tax, inventory and class fields mapped from WineDirect.Handles split tenders and refunds: No longer requires users to manually adjust orders that have been refunded or paid for with multiple tender types.SKU Assist: Automatically checks that SKUs are matching in both systems.Detailed error reporting: Research and make corrections when you have time instead of needing to fix orders on the spot.Scheduled automatic transfers: Upload new orders every night, week or month.Key Benefits of WGits QuickBooks Integration: Through our partner, WineGlass Integration Technology Solutions (WGits), WineDirect clients can leverage an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions to either QuickBooks Online or Quickbooks Desktop.
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