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I recognize the importance of adding the order details and sales tax information for Michaels MakerPlace in QuickBooks Online (QBO), @Nhillborn. Let's go over some details to achieve this task and get you going.
Consider using a third-party integration tool that can help bridge the gap between Michaels MakerPlace and QBO. You can visit our QuickBooks Apps page to find services that specialize in integrating data from various sources into QuickBooks. Otherwise, you can manually enter the necessary information into QBO. You can do this by navigating to the appropriate section in QuickBooks and entering the details there.
You can set up your Company Sales Settings to turn on features, set up default email messages for sales forms, and customize the look and feel of your sales forms. Make sure to review and adjust the settings according to your company's specific needs. Check out this article that details the process: Edit company settings in QuickBooks Online.
In the Sales Tax Center, you can add and edit tax agencies, rates, and settings. Utilize this link for the process: Set up your sales tax in QuickBooks Online.
Another option is to manually import transactions. You can often export data from websites (Michaels MakerPlace) into a CSV file, which can then be imported into QuickBooks Online. It provides tools to help you map the columns in your CSV file to the appropriate fields in QuickBooks.
Moreover, here's an article we've compiled that lists common questions about importing data to QuickBooks Online: Common questions about importing data to QuickBooks Online.
I'm all ears if you have further clarifications about importing data to QuickBooks. I'll be sure to circle back and offer the necessary help.
Unfortunately, it will need to be a manual process for now. I understand how to enter the invoice manually for the order. My question is more about what other pieces (i.e., chart of accounts, etc) that should be created. For example, in the attachment are the chart of accounts and transactions that the app for Etsy created when we associated it with our app. My question is, do we need to create those for the new site (Michaels MakerPlace)? And, are there any other items in other areas of QBO that we need to create? Hopefully this makes sense.
I appreciate you reaching back and providing more details about your concern, @Nhillborn. I want to share a brief insight about this.
Since you want to set up your chart of accounts and integrate it with a third-party app, I recommend consulting your bookkeeper or accountant. They can help you set this up and provide you with things you can manually add to your new site.
If you don't have a bookkeeper to manage your account, you can visit the ProAdvisor page to find one.
Furthermore, you can contact your app's developer to have them speak with Intuit about app integration into QuickBooks Online.
Don't hesitate to reach out if you need further assistance managing your third-party apps. The Community is always here to help you out. Have a wonderful day!
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