For your information, on Import Order Settings, you can see:

i. Auto Sync Orders: Select order manually and will sync every 5 minutes.

ii. Sync Shipping Cost: Shipping fee in the orders.

You can click here for more details about how to enable the shipping/handling on the invoice in Quickbooks.

iii. Sync Vouchers: Vouchers provided by platform and seller.

You can click here for more details about how to enable the discount line to an invoice in Quickbooks.

iv. Use Marketplace Order Ref as Invoice Number: Only enable this if you want to use marketplace Order ID. Disable this if you want to use QBO numbering.

You can click here for more details about how to enable the custom transaction numbers(invoice) in Quickbooks.

a. Custom Field 1: Custom field in QBO invoice to show the order from which marketplace and which account.

b. Custom Field 2: Custom field in QBO invoice to show the order reference number from the marketplace or online platform.

c. Custom Field 3: Custom field in QBO invoice to show the order with the discount code.

    You can click here for more details about how to add custom fields to invoices in Quickbooks.

 

And, on Import Order Locations and Customer Settings, you can see:

i. Marketplace: Marketplace & Webstore platform name.

ii. Location: Select location if you want to map these order under this location. 

You can click here for more details about how to set up and use location tracking in Quickbooks.

iii. Customer: Fill up exactly the same customer name here if you want to map all orders under this customer.

You can click here for more details about how to add customers in Quickbooks.

 

Refer to the steps as follows to import orders from Zetpy to QuickBooks.

1. Go to Zetpy QuickBooks plugin > Orders tab.

2. Click on Add Orders.

 

3. Search and select one or multiple orders, then click Select Order.

 

4. Orders will appear under ‘New’ status.

Note: If ‘Auto Sync Order’ is enabled in Settings, order will be synced automatically to QBO.

 

5. Click on Sync Order and wait for few seconds until status turned to 'Synced'.

 

6. Login to QuickBooks Intuit account and you can see the invoice on Sales > Invoice

 

If you have any issues or questions, please drop us an email at support@zetpy.com