QuickBooks Connect Wizard
The QuickBooks Connect Wizard provides easy integration with Cin7 Core and QuickBooks Online. This Wizard will walk you through the setup and connection of your QuickBooks Online integration.
Cin7 Core does not support:
QuickBooks Desktop
QuickBooks Simple Start
QuickBooks Essentials
Cin7 Core can connect to QuickBooks Essentials but features may not work correctly.
If you use Xero, you will need the Xero Connect Wizard.
Prerequisites
Cin7 Core base currency must be the same as QuickBooks Online currency.
Create required accounts in QuickBooks Online
Users will need the Integration: Accounting - QuickBooks permission in order to connect to QuickBooks Online.
QuickBooks Online Plus or Advanced account.
Create QuickBooks Online accounts
Before connecting QuickBooks Online to Cin7 Core, you must add some accounts in the QuickBooks OnlineChart of accounts. The QuickBooks Connect Wizard will import these accounts into Cin7 Core. You can view the Cin7 Core Chart of Accounts (read-only) by selecting Settings → Reference Books → Financial → Chart of Accounts.
Required accounts
Account |
Account type |
Detail type |
Inventory Discrepancy |
Expenses |
Supplies & Materials |
Cost of Goods Sold |
Cost of Goods Sold |
Supplies & Materials |
Work in Progress |
Other Current Assets |
Inventory |
In-transit |
Other Current Assets |
Other Current Assets |
Supplier Deposits |
Other Current Assets |
Other Current Assets |
Customer Credits |
Other Current Liability |
Other Current Liabilities |
| *Accounts Receivable (A/R) | Accounts receivable (A/R) | Accounts Receivable (A/R) |
| *Accounts Payable (A/P) | Accounts payable (A/P) | Accounts Payable (A/P) |
| *Sales Tax (GST,VAT) | ||
| *Sales/Revenue | ||
| *Inventory/Inventory Control |
*These accounts already exist in QuickBooks Online
Optional accounts
You can add more accounts or make changes to suit your business requirements. If you are unsure, consult with your accountant or bookkeeper.
Account |
Account type |
Detail type |
Notes |
Inventory Accrual (Goods Received, Not Invoiced) |
Other Current Assets |
Other Current Assets |
GRNI and GINR accounts are required to make changes to the General Settings. You must enable Inventory Accrual. |
Stock in Transit (Goods Invoiced, Not Received) |
Other Current Assets |
Other Current Assets |
You must enable Inventory Accrual. |
| Realized Currency Gains | Other Expense | Exchange Gain or Loss | Required for consolidation of QuickBooks Online transactions and multiple currencies. |
| Unrealized Currency Gains | Expense | Unrealized Currency Gains | |
| Payment Clearing | Bank | Clearing | Required for consolidation of QuickBooks Online transactions. |
| Current Year Profits | Equity | Retained Earnings | |
| Gift Card Liability | Credit Card | Credit Card | You must enable Gift Cards. |
All products and services in QuickBooks Online must map to an account. This mapping will always override the Cin7 Core revenue account mapping.
QuickBooks Connect Wizard
The QuickBooks Connect Wizard will set up the integration between Cin7 Core and QuickBooks Online.
Connect to QuickBooks Online
In Cin7 Core, select Integration, and then QuickBooks.
Select Start QuickBooks Connect Wizard.
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Select Continue.
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Select your integration mode.
From QuickBooks only
Imports your QuickBooks information into Cin7 Core but won't change anything in QuickBooks. We recommend using this if you have a Cin7 Core trial.-
Both ways
Synchronizes information between Cin7 Core and QuickBooks. Please ensure that all QuickBooks data (Customers, Suppliers, Products, Accounts, etc.) is ready to synchronize with no duplicate entries.Selecting Both ways will irreversibly change your QuickBooks data when you complete the QuickBooks Connect Wizard.
Choose if you want to turn off tracking in QuickBooks. If inventory tracking is turned on in QuickBooks, Cin7 Core will not sync data to QuickBooks. We also recommend turning off quantity tracking in QuickBooks.
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Select if you want to keep your data in Cin7 Core.
If you have trial data you want to remove, select No. You can then choose:Delete all data from Cin7 Core
This will delete all information including products, customers, suppliers, transactions, and opening balances.Delete all transactional data from Cin7 Core
This will delete sales, purchases, transfers, production orders, and other transactions. You can optionally decide to delete customers, suppliers, products, and opening balances. This will not delete Reference book data.
Click Continue and then Connect to QuickBooks. Log into QuickBooks Online and then select Connect.
Now you have connected your QuickBooks Online account. Now you need to map and import the data.
Mapping
After you have connected your QuickBooks Online in the QuickBooks Connect Wizard, Cin7 Core will map your QuickBooks accounts, tax rates, and payment terms. You need to review these mappings and add any missing mapping.
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Choose the QuickBooks Online account for each Cin7 Core account. Each Cin7 Core account must be mapped to a unique QuickBooks account. The wizard will match if the accounts have the same settings (e.g. both are asset accounts).
If you don't have a matching QuickBooks account, you can create it in QuickBooks Online. Show the new account in the QuickBooks Connect Wizard by selecting Reload accounts from QuickBooks.
Remove unused Cin7 Core accounts from this list by archiving and then deleting in the Chart of Accounts. You can't remove any accounts used with a transaction, supplier, or customer.
Select Continue.
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Choose the equivalent QuickBooks Online tax rate for each Cin7 Core tax rule. The wizard will match if the tax rate is the same amount as the tax rule (e.g. 10%)and the Sale/Purchase properties are equal.
If you don't have a matching QuickBooks tax rate, you can create it in QuickBooks Online. Show the new tax rate in the QuickBooks Connect Wizard by selecting Reload tax rules from QuickBooks.
If your QuickBooks Online does not support custom tax rates (e.g. QuickBooks Online Australia), you can update or deprecate any Cin7 Core tax rules.
Select Continue.
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Choose the matching QuickBooks Online payment term for each Cin7 Core payment term. Payment term spelling in QuickBooks andCin7 Coremust match (case sensitive).
You will see all payment terms assigned to a customer or supplier in Cin7 Core.
If you don't have a matching QuickBooks payment term, you can create it in QuickBooks Online. Show the new payment term in the QuickBooks Connect Wizard by selecting Reload payment terms from QuickBooks.
Import opening balances
Cin7 Core will import and calculate opening balances for Accounts Receivable and Accounts Payable by importing all unpaid and partially paid purchase invoices and sales invoices. Partially paid and unpaid invoices will be imported even if the net Supplier/Customer balance is 0. Fully paid invoices will not be imported. Effective date for imported invoices will be the date of integration between Cin7 Core and QuickBooks.
Import stock on hand
Cin7 Core will import all active products from QuickBooks Online, this will create products in Cin7 Core with the correct stock on hand. Only products with an SKU will be imported. After the import, QuickBooks Online products will be deactivated and recreated as services.
If inventory tracking has been turned off in QuickBooks Online before integration, there will be no products with stock on hand in QuickBooks to import. Products from QuickBooks will be exported to Cin7 Core as services. If you did not turn off inventory tracking while using the QuickBooks Connect Wizard, you will need to turn it off in QuickBooks Online after completing the connect wizard steps or data will not sync between the two platforms.
QuickBooks does not support batch numbers or serial numbers for products. If you are using this information for your products, we recommend not importing stock on hand from QuickBooks as you will will not be able to add this information later. Instead, you will need to manually configure stock on hand from Cin7 Core after you have completed integration with QuickBooks. See Getting Started Guide - Loading Products for detailed instructions.
Stock on hand can only be imported to one location, which you can select here. If you need to place stock on hand in different Cin7 Core locations, you will need to do this manually using stock transfers after integration has been completed.
Turn off inventory tracking
Users connecting to QuickBooks Online can turn inventory tracking off when stock on hand is imported. If you did not turn off inventory tracking while using the Connect Wizard, you will need to manually turn it off from your QuickBooks Online account with the following actions.
Navigate to Settings → Your Company → Accounts and Settings, then click the Sales tab.
In Products and Services, ensure Track quantity and price/rate and Track inventory quantity on hand are turned Off.
Save your changes to finish.
The inventory type products previously tracked in QuickBooks remain tracked even after tracking is turned off. To resolve the issue, delete the old products and create new products. See Replacing Products in QuickBooks Online below for more details.
Confirm integration
You will then be asked to confirm that you want the two apps to be integrated. Note that the data migration process is irreversible and that all Cin7 Core transactions will be updated with new accounts from QuickBooks. To go ahead with the operation, enter I would like to update all transactions in the box, then click Confirm to start synchronizing data between Cin7 Core and QuickBooks Online.
While the mapping is ongoing, your Cin7 Core account will be locked and all users, including you, as the master user, will not be able to access Cin7 Core. After the migration is done, Cin7 Core will send you an email that will contain a link to the page in Cin7 Core where you can export historical data to QuickBooks Online. If any error happens during the migration, the email will contain information about the error, and you will be asked to contact Cin7 Support.