By following these instructions, users will be able to effectively utilize the integration features provided by your app to seamlessly manage product information and stock counts between QuickBooks Online and trakr Counting.
Connecting QuickBooks Online Integration with trakr Counting
Prerequisites:
- You must have Admin privileges for both your QuickBooks Online and trakr Counting accounts.
- Make sure you have your QuickBooks Online credentials ready.
Connecting QuickBooks Online and trakr Counting:
Step 1: Connect QuickBooks Online and trakr Counting
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Access your trakr Counting account at https://counting.trakrsuite.com/login.
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Open the side menu and click on 'Integrations.'
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Choose 'Library' from the integrations menu.
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Locate the 'QuickBooks Online' option and click 'Connect.'
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You will be prompted to log in to your QuickBooks Online account.
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Follow the login instructions to complete the connection.
Using the Integration:
Once the QuickBooks Online integration is successfully established, you can perform the following actions:
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Import/Export Products: Seamlessly move products between QuickBooks Online and trakr Counting.
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Sync 'Counts' of Your Inventory: Keep your product quantities synchronized between both QuickBooks Online and trakr Counting.
Note:
- In trakr Counting, the SKU number serves as the unique identifier for a product. This corresponds to the 'SKU' from QuickBooks Online during the import process.
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