Sync your invoices, payments as well as inventory with our QuickBooks Online integration
This integration ascertains all critical data with regards to your orders and returns gets synced automatically. Kaizen would handle contacts, products, sales invoices/credits, and purchase invoices/Credits in your QuickBooks account. Sales receipts and refunds generated in either system will move through to the other, enabling you to decide where to handle consumer payments. Accounts payable could get managed in QuickBooks, with any Payments or refunds updating the linked purchase order in Kaizen.
How it works
Sales payments and refunds
Sales payments and refunds can be carried out in either Kaizen or QuickBooks, with the other system getting updated automatically. Payment methods are mapped in the connector settings to make sure correct account is updated.
Contacts
New customer and vendor accounts generated in Kaizen, or adjustments made to existing accounts, would be shown in Quickbooks Online. Details including name, company, email, billing/shipping address, and the currency get transferred.
Products
Primary product data like SKUs and product names will get sent from Kaizen to QuickBooks Online. New products included in Kaizen would get created in QuickBooks with modifications made to current products also gets synchronized.
Purchase invoices and credits
Whenever a purchase order gets to the invoiced status in Kaizen, a purchase order get generated in QuickBooks Online that contains the relevant products/services, all set to be copied to a bill. Purchase credits get synchronized in the same manner.
Sales invoices and credits
Whenever a sales order gets to the invoiced status in Kaizen a sales invoice with the consumer, date, products/services, amounts, etc. is generated automatically in QuickBooks where inventory gets deducted. Sales credits get synchronized in the same manner.
Inventory
Inventory in QuickBooks is updated when it comes to financial transactions, i.e., inventory gets decreased as sales invoices get generated and increased as purchase orders get billed. Our inventory adjustment synchronization is coming soon!
Purchase payments and refunds
Payments refunded against connected orders and credits would be created in Kaizen.
Key Features
Cut down manual data entry as transactions show up automatically in your books
Get more productive by cutting back time on bookkeeping tasks
Connect numerous QuickBooks accounts to just one Kaizen account
Utilize either Kaizen or QuickBooks for handling accounts receivable
Integrate conveniently without the need of a developer
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