Configuring QuickBridge Overview

Be sure to check out our latest QuickBridge Enhancements!

To configure how SellerCloud data transfers into QuickBooks, open QuickBridge > click File > Options to open a new window with 7 tabs:


  • To see QuickBooks’ settings, select Enable QuickBooks WorkFlow in SellerCloud’s Client Settings
  • To use QuickBridge to post to QuickBooks, obtain adequate permissions


Only the channels that you have enabled will appear in the Channel column, below.
Use Generic Customer Name Creates one generic customer for each channel’s orders.

Example: SellerCloud _Wholesale_Customer.

If unchecked, the SellerCloud Customer ID is used as the Customer Name in QuickBridge.

Use the SellerCloud Company / Channel Name as the Customer Name – When selected with Use Generic Customer Name, creates a customer name based on the company name and the channel name.

Example:Thirsty Tea_Wholesale_Customer. This unique naming convention is used instead of a generic customer name for the channel across all companies, as shown in the above example (SellerCloud _Wholesale_Customer).

You can define a customer name in Sellercloud to use instead of above format by enabling both settings and entering a QB Customer Name (show me where). The value in this field should not exceed 41 characters.
Mark Orders in QuickBridge as:

  • Always Paid (default selection)
  • Always Not Paid
  • Use SellerCloud Paid Status
Mark Sales Orders as UnPaid for all Channels – Overrides the payment status selection in the Mark Orders in QuickBridge as setting.
Add BillTo Address on Invoices – V1.0.6.0 introduced this new feature when using Post Detailed Shipped Orders to QuickBooks to bring in the order’s Sold To information and show it in the QuickBooks’ invoice’s Bill To section. You can choose which channels will import the Bill To information.

By default, only the Ship To section will populate; the Bill To section will not populate and will not override the Bill To information stored in QuickBooks for that customer.

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 use this setting with other ones, 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

When using QuickBridge’s Post Detailed Shipped Orders feature, all grid columns will appear, populate, and export into QuickBooks by default.

You can choose what data is displayed in the Shipped Orders Grid by selecting specific columns to appear. This does not affect what data gets posted.

Sales Orders

Mark Posting Fees as Paid – Any of the posting, Paypal, or commission fees will post as a bill to the vendor along with a payment from an interim account.
Post Fees to QuickBooks – By default, all fees will post to QuickBooks, but you can prevent certain fees from posting:

  • Do not Post Posting Fees
  • Do not Post PayPal Fees
  • Do not Post Final ValueTotal Fees (Channel Commission Fees)
  • Do not Post Final Shipping Fees (Shipping Cost)
  • Do not Post Final Shipping Fee (Shipping Cost) for Overstock
  • Do not Post Final Shipping Fee (Shipping Cost) for Wayfair 
Process Orders only if Settlement data is available (Amazon/FBA) – Settlement data is typically only available from Amazon every 2 weeks. Selecting this setting removes concerns about posting Amazon/FBA orders without settlement data.
Process Orders only if Settlement data is available (eBay) – Selecting this setting removes concerns about posting eBay orders without settlement data.
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.
Prefix Order Reference Number with ‘SC’ – Add a prefix for ‘SellerCloud’
Use Channel Order # for Ebay Orders / Use Channel Order # for Overstock Orders – Posts the channel order number, not channel order #2.
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.

Do not Include Customer Paid Shipping costs for Smart Bargains Orders

Enable autogenerate Invoice Numbers – Create generic invoice numbers for shipped orders. Leave unchecked to use the SellerCloud order number.
Mark Invoice to Print Later – Auto-flag all invoices that you post as “Print Later,” so you can easily print all of them in bulk.
Show sales breakdown in summary transactions. This is only relevant for the Post General Journal Entries function.
Summarize Transaction Data by Day – Each date with transactions will have its own journal entry, instead of one journal entry, for all dates with transactions in your chosen date range.

Use this setting to see your sales activity in QuickBooks by its actual transaction date, not by your posting date. Use with the Post General Journal Entries function.


Treat kits as group product type – Have a kit import into a Group Product Type in Items and Services. Group Product Type and Components must already be in QuickBooks.

Do not post subtotal for group – Price must be defined on the items in QuickBooks and may not match the order price.

Enable Kit Components with Sales Qty – Send the kit components to QuickBooks and ignores the kit parent.
Enable Kit Components with Sales Qty and Price – Post the sales of kit items by their components and distribute the kits’ sales amounts using the cost ratio calculation.
Do not post product class:

  • If checked, 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 unchecked, it will create a class for each product that’s exported with the product name. If 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 product’s Toolbox > QuickBooks
    • In Bulk Using the Bulk Update Products feature and selecting the QuickBooks Class field to add to the template:

POs & VIs

The following preferences are available when posting purchase orders and vendor invoices to QuickBooks:

Two Posting Options are available for purchase orders or vendor invoices:

  • Post item details on the Items tab – Shows each line item. Here’s how a PO posted to QuickBooks appears:
  • Post item sum totals on the Expenses tab – Shows the item totals only. Here’s how a PO posted to QuickBooks appears:
For posting purchase orders, QuickBooks Bill Ref No. Options:

  • Use the SellerCloud PO # – Use the number from the purchase order. The Memo field on the bill in QuickBooks will populate with the vendor invoice #, if it exists. Here’s how this looks in QuickBooks:
  • Use the Vendor Invoice # referenced on the PO (this option will not let you import a PO into QuickBooks without a VI number) – Use the VI number entered on the PO as the Bill Reference Number. The PO# will populate in the Memo field. Here’s how this looks in QuickBooks:

Channel Invoice

The following preferences are available when posting channel invoices to QuickBooks:

  • Use SellerCloud Invoice ID – Post channel invoices with the ID from the SellerCloud invoice number. If choosing this, you can:
    • Prefix Invoice # with – Enter up to 4 characters; e.g., “SCCI” (default is CI for channel invoice)
  • Enable Auto Generate Invoice Numbers – Post channel invoices with auto-generated numbers instead of the SellerCloud invoice number. If choosing this, you can:
    • Update Reference # with QuickBooks Invoice # – A channel invoice’s Reference # is an optional number, entered when creating the channel invoice, that enables you to cross-reference that channel invoice with your own internal invoicing system.
      • If Reference # exists – Choosing this option will not override that field
      • If Reference# is blank – Choosing this option will populate that reference number, in channel invoices posted to QuickBooks, with the auto-generated QuickBooks invoice number.

QuickBooks Features

Two QuickBooks feature settings (one for Enterprise version only) are available.

Use Advanced Inventory Feature in QuickBooks Enterprise – When selected:

  • Default Inventory Site (not relevant for most users) – When using multi-warehouse/sites in QuickBooks (Enterprise 2012+) for inventory management, enter the Inventory Site name to deduct and add inventory from that site.
Use Multi-Currency Feature in QuickBooks* – By default, orders in foreign currency will post to QuickBooks in USD using the conversion rate saved on the order, but you can use this setting to retain the foreign currency of orders when posting to QuickBooks. See the key points of using this setting.

* This setting requires a QuickBooks version with an enabled multi-currency feature.

Product and SKU options

SellerCloud offers the following additional product and SKU options:

  • If there is SKU mismatch between SellerCloud and QuickBooks – You can enter the QuickBooks SKU in the Master SKU field on the product’s home page. This field is used when posting transactions to QuickBooks. 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 Use the Master SKU as the Parent SKU for QuickBooks in SellerCloud’s Client Settings. 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, as shown below:

Client and vendor settings

SellerCloud offers the following additional 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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