Products and items

Matching

Each product is paired with a QuickBooks item. Pairs are found by SKU (the item’s name, or the last part after “:” for sub-items) and remembered; change any pair on Mapping, Products. When two sub-items end in the same SKU, nothing is guessed: the order asks you to pair it. QuickBooks item names hold 31 characters, so a longer SKU is created as its first 25 characters and a short code made from the whole SKU (each SKU always gets the same code). Variations use their own SKU, or their parent’s item if you allow the fallback.

A product with no item does one of three things (Settings, Products and items):

  • Create the item, named by its SKU, as a non-inventory part or service, with your income account;
  • Use the fallback item, one general item for anything unmatched;
  • Stop and ask me (the default): the order waits on the Queue with “Map the product”. Pair it, or add the item in QuickBooks, then retry.

Bundles, groups and assemblies

  • Product bundles (WooCommerce Product Bundles, Composite Products): send every line as sold, or one line per bundle with its parts’ amounts folded in. A refund of one part goes against the bundle’s item.
  • QuickBooks group items: a product paired with a group goes on as the group, so QuickBooks lists its members. QuickBooks prices a group from its members; a “Price difference” line brings the total to what the customer paid.
  • Assemblies go on like any other item.

Enterprise sites and bins

With Advanced Inventory, pick the site (and bin) sales come out of. It is set only on inventory and assembly lines; QuickBooks refuses it elsewhere.

Stock and prices from QuickBooks (paid plans)

On every run (or every N minutes), store stock follows QuickBooks: quantity available (on hand minus on sales orders) or on hand. Prices can follow the QuickBooks sales price too. Products can be excluded. The Stock page shows what will change and when it last ran.

Sending the catalog (paid plans)

From the Audit page:

  • Send catalog to QuickBooks compares every product with its item and lists new items and price or description differences. Tick what to send and confirm. Item names stay the SKU; group items are left alone; a refused item is noted and the rest go on.
  • Add QuickBooks items to the store lists active items no product has. Picked items become draft products with their price and stock, ready for you to review and publish. QuickBooks is not changed.