Quickbooks

Quickbooks


In order to get started with the Ordyx/QuickBooks integration we neeed for you to setup some things on your end first.

Please create List Items for the following in your Quickbooks Workbook (Done by creating non-taxable non-inventory items under Products and Services):

  • All Sales Groups (To simplify things, you can make List Items for food, beverages, liquor, beer and retail instead of creating a List Item for each individual sales group. But it is no problem if you want each sales group.) 
  • Payment types (Cash, Amex, Credit, Check. etc… whatever types of payments you accept) 
  • Taxes (You can create a general Tax list item or for each tax) 
  • Tips 
  • Comps (You can create a general Comps item or for each specific comp) 
  • Discounts (You can create a general Discounts item or for each specific discount) 

When those Line Items are all set up, you can call or respond to this e-mail to schedule a time for the 2nd part of the integration. This requires support to remote into the end user PC to map the data export.


PRO TIP: (Before scheduling with support for your mapping to be completed, have an idea of what date you would like to start the export from. At this point you can log in to Back Office, go to "Reports", and then run the "Sales Summary" report from the date you would like to start the export through the current date. This contains all of the mandatory items to be mapped as listed above).


    • Related Articles

    • Email

      Email   The user has the ability to compose mass email messages to their customers in the database. The can either selectively choose them or choose all customers in the database. Owners will have the ability to send their Facebook page link to their ...

    • Clover Setup in BOH

      To set up Clover on BOH, you need to make sure you have the correct Communication settings which will be provided once the Rest Pay Display app is started. On the drop-down for the type, select Clover From the options list, make sure that Credit, ...

    • Alerts Setup

      Alerts Ordyx enable users to receive notifications via email or text to keep them informed on what is going on in the store with out being on site. To setup alerts you will need to: 1. Find your profile under the staff list and scroll to the section ...

    • Dejavoo Setup and configuration

      DejaVoo EMV Setup Follow the steps below to set up a Dejavoo Emv. 1. When configuring a Dejavoo terminal the first thing you should do is remote into the terminal, and ask the customer which IP address to use and the DHCP range if the customer does ...

    • BOH Delete orders

      To remove orders on a specific time frame permission  BOH4 ORDER DELETE needs to be added and enable settings ALLOW_ORDER_DELETION. Once logged in to the Back Office, click on the orders you want to remove. Once done, on the left side you will have a ...