Integrating SAGE with QuickBooks Online Edition

Back

10457

Issue:

SAGE supports exporting Order Management documents to the desktop version of QuickBooks Premiere (recommended), or QuickBooks Online.  When using QuickBooks Online there are a few important considerations.

Solution:

To connect to QuickBooks Online, go to Tools | Options | QuickBooks in SAGE Workplace Windows app.  Select Online Version and click the Connect button.  This will walk you through the QuickBooks Online connection wizard.

Important Notes about QuickBooks Online Edition Integration:

QuickBooks Online Edition provides a subset of functionality as compared to the desktop version.  As a result, there are some functions that are not supported in the export from SAGE Workplace Windows app because QuickBooks Online Edition does not support those functions. 

- QuickBooks Online has several subscription levels. For promotional products distributors, we recommend QuickBooks Online Plus or higher. The Plus version is needed to support generating purchase orders (POs) and also allows for two-sided items (note: two-sided items can be linked to two accounts, for both expense and income which is generally necessary to expense transitions for businesses reselling items to customers).

- Sales Orders and Order Acknowledgements are not supported in QuickBooks Online Edition, Sales Orders will export as Estimates in QuickBooks Online.

- Purchase Orders, Invoices, and Sample Orders are supported.  Sample Orders will be treated as POs.

(NOTE: The Purchase Order functionality is not currently supported in QuickBooks Online Simple Start or QuickBooks Online Essentials versions. Please refer to the following link or talk with a QuickBooks Professional for more information: https://www.quickbooks.intuit.com/accountants/compchart/

- Invoices are called "Sales" in QuickBooks Online, POs are called "Expenses"



Important Company Setup Options:

- To allow support for shipping and discounts, you need to turn on those options in company setup on the QuickBooks Online site.

- The Terms setup in QuickBooks Online need to match the list of Terms you have in SAGE.  For example if you have "Net 15, Net 30, Net 60" setup on SAGE, you will need to setup the same list of Terms on the QuickBooks Online site.



Related Articles:
Exporting from SAGE Order Management to QuickBooks

More Information:

Be sure to fill in the appropiate G/L accounts in the QuickBooks settings.

Type: How To Publish Date: 3/15/2011 10:52:56 AM
Applies To: Online Last Updated: 1/17/2025 11:25:01 AM
Platform: All Expiration Date: