Configuring QuickBridge Overview

Before proceeding, you must enable the Client Setting Enable QuickBooks WorkFlow for QuickBooks settings to appear. You must also have adequate permissions to post to QuickBooks using QuickBridge.  

In QuickBridge, click File > Options and click on the following 5 tabs to configure how SellerCloud data will transfer into QuickBooks:

Main tab

  1. Use Generic Customer Name - Creates one generic customer for each channel's orders. Example: SellerCloud _Wholesale_Customer.
    1. If unchecked, the Customer ID in SellerCloud is used as the Customer Name in QuickBridge.
  2. Use the SellerCloud Company / Channel Name as the Customer Name - When this is checked along with Use Generic Customer Name, creates a customer name based on the company nameandthe channel name. Example:Thirsty Tea_Wholesale_Customer. This unique naming convention will be used instead of a generic customer name for the channel across all companies shown in the previous example (SellerCloud _Wholesale_Customer).  
    Defining a Customer Name in SellerCloud is limited to 41 characters. Show me where.
    If the total number of characters in the combined company name and channel name exceeds 41 characters, an error appears when posting orders.
  3. Choose to Mark Orders in QuickBridge as: Always Paid, Always Not Paid,or Use SellerCloud Paid Status. Default selection is Always Paid. 
  4. Checking Mark Sales Orders as UnPaid for all Channels - Overrides the payment status selection above.

  5. Version introduced a new feature that can bring in the Bill To information on an invoice when using Post Detailed Shipped Orders to QuickBooks. When checked, this brings in the order's Sold To information and shows it in the Bill To section of the invoice in QuickBooks.

    • By default, only the Ship To section will populate. The Bill To section will not populate and it will not override the Bill To information stored in QuickBooks for that customer. For example, if you want to export Overstock orders, but you want to bill Overstock and do not want to bring in the Sold To information on the order, leave Add BillTo Address on Invoices unchecked.

    • You can choose which channels will import the BillTo info.

    • This can be used in combination with other settings, such as Use Generic Customer Name and Use the SellerCloud Company / Channel Name as the Customer Name.

    • Here's an example when Add BillTo Address on Invoices is enabled:

Shipped Orders Grid Columns tab

  1. By default, all grid columns will display, populate, and export into QuickBooks when using the Post Detailed Shipped Orders feature. You can choose to export specific data by selecting specific columns to display. Only data displayed will export to QuickBooks.

Sales Orders tab

  1. Post Fees to Quick Books - By default, all fees will post to QuickBooks. In this tab, you can prevent certain fees from posting to QuickBooks.
    • Posting Fees
    • PayPal Fees
    • Final ValueTotal Fees (Channel Commission Fee)
    • Final Shipping Fees (Shipping Cost)
    • Final Shipping Fee for Overstock
    • Final Shipping Fee for Wayfair 
  2. Post All Payments to Undeposited Funds Account - By default, payments are exported to a special SellerCloud bank account for each channel. This setting posts the payments instead to an Undeposited Funds account, which can be a different account type. 
  3. Prefix Order Reference Number with 'SC'
  4. Process Orders only if Settlement data is available (for Amazon and FBA) -  Settlement data is typically only available from Amazon every two weeks. By enabling this setting, you will not need to worry about posting orders without settlement data.
  5. Process Orders only if Settlement data is available (for eBay) - By enabling this setting, you will not need to worry about posting eBay orders without settlement data.
  6. Mark Fees as Paid -This means that any of the posting, Paypal, or commission fees will post as a bill to the vendor along with a payment from an interim account.
  7. Use eBay Reference Number for OrderSourceOrderId - Posts the short eBay OrderSourceOrderID on the order detail page instead of the longer ordersource, which can be found in the order history. 
  8. Do not Include Customer Paid Shipping costs for Overstock Orders - Customer pays shipping directly to Overstock, so you don't get that money. If you are not posting Overstock Shipping fee, it is advised to not post the paid shipping costs.
  9. Do not Include Customer Paid Shipping costs for Smart Bargains Orders
  10. Enable Auto Generate Invoice Numbers - will create generic invoice numbers for shipped orders. Leave unchecked to use the SellerCloud order number. 
  11. Version added a setting Show sales breakdown in summary transactions. This option is only relevant for the Post General Journal Entries function.

Inventory tab

  1. Default Inventory Site (not relevant for most users) - When using multi-warehouse/sites in QuickBooks (Enterprise 2012 and above) for inventory management, enter the Inventory Site name to deduct and add inventory from that site. 
  2. Treat Kits as Group Product Type - Enable this to have a kit import into a Group Product Type in Items and Services. Group Product Type and Components must already be in QuickBooks.
    1. Do not Post Subtotal for Group - Price must be defined on the items in Quickbooks and may not match the order price.
  3. Enable Kit Components - Send the kit components to Quickbooks and ignores the kit parent.
  4. Do not Post Product Class To QB - If unchecked, it will create a class for each product that's exported with the product name. If checked, it will create a class named "SellerCloud" for each item exported. When checked, there is an option "Custom Class Name" to choose your own class name.
    If Do not Post Product Class To QB is unchecked, you can assign a custom class per product in SellerCloud. This can be set in 2 ways:
    • Individually - Each product can have an assigned custom class from the products Toolbox > QuickBooks
    • In Bulk - Using the Bulk Update Products feature and selecting the QBClass field to be added to the template:

Purchase Orders tab

  1. Post PO Bills in Summary - Will only post the balance of the PO, not the line items.
  2. Use the Vendor Invoice Number for Bill Reference Number - Will use the Vendor Invoice Number entered on the PO as Bill Reference Number. When enabled, you will not be able to import a PO into QuickBooks that does not have a Vendor Invoice number on it.

Product and SKU options

If there is SKU mismatch between SellerCloud and Quickbooks, you can enter the QB SKU in the Master SKU field on the product's home page. This field is used when posting transactions to QBs. If the field is blank, the regular product ID is used.

If you are a seller who uses product groups in QuickBooks and needs to send the product with the group name and the product, enable the SellerCloud Client Setting Use the Master SKU as the Parent SKU for QuickBooks. When enabled, QuickBridge will format the SKU as follows: Master SKU, colon, and product id (ABC:123).

Updating the Product Master SKU in Bulk - When using the Bulk Update Tool, select ProductMasterSKU to update this field for multiple products.

Client and vendor settings

In SellerCloud, if you click Customers and open one, you can see the Business Name field. This can be mapped to a QuickBridge Customer. By default, this is mapped for Wholesale, Local Store, Magento, and Groupon Channels.

Vendors can also be mapped to QuickBridge using the field QB Vendor Name. In SellerCloud, go to your company > Toolbox > Vendors and select a vendor to locate this field.

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