Guide - quickbooks Purchasing Setup

In this guide we run through the how to setup Cybake and quickbooks to send matched Purchase Invoices to quickbooks

1. Cybake Setup
2. quickbooks Setup
3. Exporting to quickbooks

Cybake Setup

Ingredients need Tax Code added in Cybake (it doesn't take the default tax code)

 

 

 

 

quickbooks Setup

 In quickbooks, you will need to add  4 non stock items to capture invoice match adjustments:

• Adjust
• Discount
• TaxAdjust
• Carriage

 

To add new items, head to new select Products & Services, then click To add new items go to New > Other / Products & Services. The setup will look like this:

 

Tax codes in quickbooks need to be assigned as a purchase tax codes (as well as sales).
This is required for any tax codes used for purchases. Below is the example for Zero, the name and description are both 'Zero' and the tax code is assigned to purchasing as well as sales:

 

Exporting to quickbooks

Once you are happy with your setup, you can proceed to start exporting to your quickbooks account

quickbooks export link