Miscellaneous > Exporting to QuickBooks > Setting Up the QuickBooks Online Export

To setup RetailEdge to export to QuickBooks Online perform the following steps:

1.	Set up QuickBooks to allow RetailEdge access to the QuickBooks data.

•Open the RECAP control center by pressing the RECAP button at the bottom of the main RetailEdge screen.

•Press the QuickBooks panel and choose the Settings menu item.

•Check the Turn QuickBooks Online Integration On? checkbox. You must be on a Gold level support plan in order to use the QuickBooks Online integration.

•Press the Connect to QuickBooks button and login to your intuit account to allow RetailEdge to connect to your QuickBooks Online account.

2.	Set Up RetailEdge Default Accounts in QuickBooks

•Choose Settings|Locations from the Tools menu.

•Select your location from the Location List.

•Press the Modify button.

•Press the QuickBooks tab.

•Type in the names of the accounts in QuickBooks that you want RetailEdge data to map to. Each line on this form needs to match a corresponding account in QuickBooks.

Set up QuickBooks categories to match the QuickBooks Category field defined for each RetailEdge department. The QuickBooks Category should be a QuickBooks sales account. This can be a top level income account or a subcategory (which is also an income account). If you use a top level income account, enter the sales account name into the Department's QuickBooks Category field (e.g. Sales). If you are using subcategories, then you need to enter a special value into the Department's QuickBooks Category. The value needs can be a top level income account or subcategory. For example, if you had a top level account called "Sales" and a subcategory called "RetailEdge-MISC", then the correct value would be just "RetailEdge-MISC".

Set up QuickBooks payment methods that match all the Payment Mediums in RetailEdge. In QuickBooks, choose Payment Method List from the Lists|Customer & Vendor Profile Lists menu item. For each RetailEdge payment method, add a QuickBooks payment method. The name needs to match the RetailEdge value exactly.

5.	We recommend that you run a preliminary data transfer to QuickBooks Online using a future Deposit Date. That way if there is a problem with your setup, you can easily find and remove the problem data.

Note: All Accounts must be setup in QuickBooks must be setup before the data transfer will work.