Ability to export Orders into QuickBooks Desktop
complete
C
Crystal Coverdale
Karl created this feature for Moon Curser in SalesLitre in 2017 and it has been hugely beneficial. Right now we are able to import all Doc 60/55’s into QuickBooks Desktop via a CSV file SalesLitre creates that we put into Transaction Pro Importer. Doc 60’s are key source transaction documents that we need to have available for reconciliation and audit purposes in QuickBooks. Having it available only in Ollie Order means that we lose control over this very important transaction history.
Steven Chung
Hi Jaime Kowan Brooke Munday Janice Smith
Our support team informed us that you use QuickBooks Desktop and that you'd like to export your orders from Ollie Order and upload them into QuickBooks. We have enabled the QuickBooks Offline/Desktop feature so that your team can export the data from Ollie and upload into your Transaction Pro Importer for use within QuickBooks Desktop. This feature is located in Settings/Integration.
Please note you will need to edit your Tax Scheme Settings, Customer Mappings and Product Variant Mappings to ensure they match your Quickbooks values.
If you have any problems please reach out to support and include a screenshot & your login to Transaction Pro importer.
Ryan Wilson
complete
Can do with sales detail report!
Ryan Wilson
Hi Crystal. You can import orders using the sales detail report in Ollie Order.
It exports to CSV and transaction importer can import this file. I've used transaction importer before. Great software!
If you have any problems please reach out to support and include a screenshot & your login to Transaction Pro importer.