Steps:
1. To get started, go to Integrations > Accounting/POS/ERP > Posting Settings.
Posting Rules
Select How to Post Orders: Post each order individually
Transaction Type: Use sales receipt for all orders
If items are out of stock: Do not check for out-of-stock items
Cashier/Associate Name: Name after the online store
Payment Mappings: Leave blank unless otherwise noted in the implementation
Enable Related Transactions: Leave blank unless otherwise noted in the implementation
Transaction Settings
Transaction Date: Order Date
Item Description: Online Product name + Options
Transaction Memo: Order #
Ship Date: Ship Date
Check number field: Transaction ID
Option Settings: Leave unchecked unless noted during implementation
Display these related fields in the transaction: These will populate the note on the transaction. All are optional.
Products
Select Product Matching Criteria for Online Orders
Identify products in the online store with SKU #/Product ID/ Module
Identify Products in QuickBooks POS with Item Number
Specify what to do when matching products are not found in QuickBooks POS:
Prompt to create or map the product at the time of posting
Customers
Select customer matching criteria for the online store
Use this matching rule: FirstName LastName
If no matching customer is found
Create a new customer:
Use this name format: FirstName LastName
Set this customer type: Optional
If blank, set the last name: Billing FirstName
Set customer notes: Customer Comments
Repeat Customer Settings:
Leave unchecked unless noted in the implementation
Customer Sync Settings:
Leave checked unless noted in the implementation
Sales Tax
Before you begin this segment, review your current tax situation. Below are recommended settings that are the most applicable when working with QuickBooks Point of Sale, but they may not apply to your specific situation. Learn more about QuickBooks Point of Sale and e-commerce taxes, here.
Select how to handle sales tax:
Record sales tax calculated from an online store as a line item in QuickBooks POS:
Use this tax location: Select your online sales tax location.
Use this tax item: Select your online sales tax item. Learn how to set this up, here.
Enable a mix of taxable and non-taxable items:
Select the box
Select QuickBooks POS item for taxable products: Tax
Select Quickbooks POS item for non-taxable products: Non
