Accounting Solutions

Active Club Solutions’ DTC Winery Software integration with Quickbooks Accounting

 
 

Intuit QuickBooks Accounting Software

Website: www.quickbooks.intuit.com

 
 
Active Club Solutions’ DTC Winery Software integration with Quickbooks Accounting is explained with image below:
Active Club Solutions' DTC Winery Software integration with quickbooks accounting

 
 

Active Club Solutions QuickBooks Interface Setup VIDEO DEMO

Integration features

When integrated with the QuickBooks Accounting system, Active Club Manager can:

  • transfer sales receipts and credit memos to QuickBooks
  • transfer invoices and payments to QuickBooks
  • transfer payments received on invoices
  • read payments received in QuickBooks on invoices
  • unearned revenue – charged but not shipped or pickup up (QuickBooks Item Other Charge)
  • origin taxes (QuickBooks Item Sales Tax or Other Charge)
  • destination taxes (QuickBooks Item Sales Tax or Other Charge)
  • freight and handling (QuickBooks Other Charge)
  • taxable freight and handling (QuickBooks Other Charge)
  • journal entries for COGS when using inventory grouping
  • all possible sales receipt fields are filled in; several using definable rules
  • customers and inventory missing from accounting database are inserted automatically
  • read the Chart of Accounts from QuickBooks
  • read sales tax structure from QuickBooks, including item sales taxes and tax codes (automatically mapped to Manager’s layout)
  • read/write (insert/update) customer records – one to one with QuickBooks or grouped to 4 customer records
  • read/write (insert/update) inventory records – one to one with QuickBooks or grouped to summary inventory
  • read/write (insert/update) vendor records
  • synchronize existing QuickBooks customer IDs from with customers in Manager
  • write error and warning messages to the Job Log
 

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