Posting To QuickBooks Overview

Overview

When posting from QuickBridge to QuickBooks, a variety of information is sent. The following details are typically included:

  • Date: The date on which the transaction occurred.
  • Description: A brief description of the transaction, such as the name of the product or order number.
  • Account: The account to which the transaction should be posted, such as income, expenses, or a specific asset or liability account.
  • Amount: The amount of the transaction, including the debit or credit amount.
  • Reference Number: A unique identifier for the transaction. Typically the order number, invoice number, or purchase order number.
  • Payment method: The method of payment used, such as check, cash, or credit card.
  • Class: If class tracking is enabled, the class to which the transaction should be assigned.
  • Billable: If the transaction is associated with a billable service or product.
  • Sales tax: If the transaction is subject to sales tax.
  • Customer: If the transaction is related to a customer.
  • Vendor: If the transaction is related to a vendor.
  • Item: If the transaction is related to a specific product.
  • Shipping Cost: If the transaction is associated with shipping cost.
  • Order Status: If the transaction is related to an order.

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