![]() The integration of Autotask and QuickBooks Online consists of three separate apps that were developed by Autotask on the AppConnect platform hosted by Intuit: If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.The Autotask QuickBooks Online Integration Overview If different from the default value from the integration settings, use NewOrderStatus to specify the status on individual orders. If different from the default value from the integration settings, use companyID to set a specific company ID on orders to specify which company they should be under in QuickBooks Commerce. The following fields can be set as checkout data or order metadata to specify what gets sent to QuickBooks Commerce on each order. Product Settingsįor more information on what these product settings in the QuickBooks Commerce Fulfillment integration are for and how to use them, read the Fulfillment Integration Product Settings guide. If you would like to override this to use a different name, add that here. Inventory Location Nameīy default, inventory updates will add QuickBooks Commerce as the location name on each item updated. Select which warehouse location Order Desk should check for inventory updates. If Sync Inventory is enabled, select the interval you would like Order Desk to pull in inventory updates from QuickBooks Commerce. If enabled, your stock counts will be pulled into Order Desk on the interval selected in the next setting. If you would like QuickBooks Commerce to send inventory reports to Order Desk, enable this setting. Use rules to submit orders to the appropriate vendor or fulfillment service instead. If you have any other fulfillment services or will have any orders you don't want to send to QuickBooks Commerce, keep this disabled. All orders will be sent as they come in to Order Desk. If you plan to automatically submit every order to QuickBooks Commerce for fulfillment, you can enable this setting. Automatically Send Imported Orders to QuickBooks Commerce Fulfillment Select this option if you want the customer's email address to be included with the order details that are sent to QuickBooks Commerce. Send Customer Email Address to QuickBooks Commerce Fulfillment Select this option to have the shipping cost and method send to QuickBooks Commerce with each order. Select this option to have discount information sent to QuickBooks Commerce with each order. This can be customized on a per order basis, details below. ![]() Select the status that orders sent to QuickBooks Commerce should have when they are in their system. ![]() Select the default company ID that orders should be sent to QuickBooks Commerce under. Typically this is set to Closed, but any custom folder can be used. ![]() Select the folder orders should be moved to when QuickBooks Commerce sends tracking details back to Order Desk. Typically this is set to Prepared, but any custom folder can be used. Select the folder orders should be moved to after they are sent to QuickBooks Commerce from Order Desk. On the integration page, click the green button to connect to your QuickBooks Commerce account. To enable the integration, click on the Manage Integrations link in the Integrations menu in the left sidebar. Under the Fulfillment tab, find and enable QuickBooks Commerce Fulfillment.Īlternatively, search for QuickBooks Commerce Fulfillment from the available integration search. If you're looking to integrate with QuickBooks Commerce as your shopping cart, please refer to our QuickBooks Commerce guide instead. This guide covers the setup, settings and special features with the QuickBooks Commerce Fulfillment integration. Order Desk can send orders directly to QuickBooks Commerce (formerly known as TradeGecko) for fulfillment then pull shipment details back into your orders here and send them to your shopping carts, if applicable. Note that this integration is not for any accounting services offered by QuickBooks. Sending Orders to QuickBooks Commerce Overview QuickBooks Commerce Fulfillment Integration IN THIS GUIDE ![]()
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