Overview
Partners can integrate their Savor Live account with their QuickBooks account such that Orders created by customers in Savor Live will have a corresponding Invoice in QuickBooks and Inventory managed according to Orders being created.
Concepts
- Connecting to QuickBooks: In order integrate Savor Live with QuickBooks, the first step is to pick either ALL or individual location in the Location Selection sub-tab and then click the Connect to QuickBooks button in the Security sub-tab. Following the sign-in instructions will connect the two services.
- Inventory Sync: Product Inventory can be managed by either QuickBooks or Savor Live. The option to pick either one is available in the Inventory Sync sub-tab. When QuickBooks is selected to be the primary Inventory manager, any changes to the quantity of Products due to sale or restocking external to Savor Live will be synchronized with the latter. If Savor Live is selected to be the primary Inventory manager, any changes to the quantity of Products due to sale or restocking will by synchronized with QuickBooks.
- Product Mapping: Products with the same name may exist in both QuickBooks and Savor Live but they have to be "mapped" in order for the integration to work seamlessly. The (Continue) Mapping button helps with creating the mapping (please see Screenshot #2 below). In case a Product exists in Savor Live but not in QuickBooks, the interface also has the ability to create it in QuickBooks.
Navigation
Email Address (top right corner) -> Account Settings -> QuickBooks Integration
Screenshot(s)
Screenshot #1
Screenshot #2
Screenshot #2
Screenshot #3
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