Primaseller provides a comprehensive integration with QuickBooks Online (QBO) that covers Invoices and Payments from all integrated online, POS and B2B channels, Purchase Orders, and Receipts (Bills).

PS: To configure your QuickBooks Online account, click here.

QuickBooks Online vs Desktop

Primaseller supports QuickBooks Online only and does not integrate with the desktop version of QuickBooks.

Countries Supported

Primaseller supports QuickBooks Online in the USA, Canada, UK, India, Australia, and the rest of the world. The only exception is France, where the integration may not work due to certain unsupported functions.

Currency Handling

Your QuickBooks Home Currency must be the same as your Primaseller currency for the sync to be enabled and function successfully.

Primaseller also supports multi-Currency transaction sync. You will need to additionally map accounts for the other currencies as well.'

Objects Created from Primaseller into QuickBooks

  • SKUs from Primaseller are created as products of type 'Inventory' in QuickBooks Online.

Please note that Primaseller will auto-create an SKU in QuickBooks Online if the SKU (by referring to the SKU field on the product) does not already exist in QBO’s product list. We format the Product Name in QBO as “SKUCODE-SKUName”. We do this because QBO enforces uniqueness on Product Name while Primaseller and most online channels enforce uniqueness on SKU Code.

It is recommended that you do not change the SKU Code/name in QuickBooks Online once Primaseller auto-creates it.

Combo Products/Bundles (Composite Products) from Primaseller are not synced to QBO. Instead, the underlying SKUs are synced as invoice items, since the composite SKU is a temporary entity.

Customers from Invoices are created instantly in QuickBooks. Repeat invoices are identified and mapped to the same customer.

  • Suppliers are created instantly.

  • Channels are Created as Classes.

  • Facilities are created as Departments.

Objects that need to be created in QuickBooks before integrating with Primaseller

  • Tax Codes

  • Accounts (You can use these or create their equivalents)
    - Inventory Asset
    - Cost of Goods Sold or equivalent
    - Sale of Product Income or equivalent
    - Account Payables (for each currency that you want to sync)
    - Account Receivables (for each currency that you want to sync)
    - Undeposited Funds (Cash Transactions)
    - Accounts for other Payment Methods

How Transactions Sync from Primaseller to QuickBooks

Invoices and Returns

For every Invoice that is created in Primaseller, there is a matching Invoice in QuickBooks which automatically creates the following Transaction Journal entries:

  • Debit Account Receivables

  • Credit Sale of Product Income

  • Debit Cost of Sales

  • Credit Inventory Asset

Invoices, and NOT Orders, get synced with QBO

In the case of online or B2B orders, you need to create a shipment +invoice for the sync to happen.

Learn how to process orders here.

On Return, a Credit Note is created with the following Transaction Journal entries:

  • Credit Account Receivables

  • Debit Sale of Product Income

  • Credit Cost of Sales

  • Debit Inventory Asset

Payments and Refunds

For every Payment in Primaseller, a Payment is created in QuickBooks with the following Transaction Journal entries:

  • Debit <Account Mapped to Payment Method in QuickBooks Configurations>

  • Credit Account Receivables

For every Refund in Primaseller, the following direct Transaction Journals are created in QuickBooks Online:

  • Credit <Account Mapped to Payment Method in QuickBooks Configurations>

  • Debit Account Receivables

Purchase Orders and Receipts

For every Purchase Order Created in Primaseller, Purchase Order is created in QuickBooks Online. However, Purchase Orders in QuickBooks are non-posting entities and no Transaction Journals are created.

For every Receipt in Primaseller, a Bill is created QuickBooks with the following Journal entries:

  • Credit Accounts Payable

  • Debit Inventory Asset

Inventory Adjustments

Inventory Adjustments are synced as Journal Entries impacting the following accounts:

  • Inventory Assets

  • COGS

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