Sync Tracking NumbersĮnable this setting to have shipment information sent back to QuickBooks Commerce as tracking is added to orders in Order Desk. Select the folder where newly imported orders from QuickBooks Commerce should be placed.įor more information, see the Working with Folders guide. Select how often you want Order Desk to look for and download new orders from QuickBooks Commerce. Once connected, you can set your integration preferences. You will need to authorize Order Desk to access your QuickBooks Commerce account. Once enabled, sign into QuickBooks Commerce from Order Desk and follow the prompts to connect. Under the Shopping Carts tab, find and enable QuickBooks Commerce.Īlternatively, search for QuickBooks Commerce from the available integration search. In Order Desk, click on Manage Integrations under the Integrations menu in the left sidebar. Note that this integration is not for any accounting services offered by QuickBooks. I can't even see the detail if I am granted "owner" rights in Vagaro.Order Desk can connect to your QuickBooks Commerce (formerly known as Tradegecko) account and automatically download orders. I have been given admin rights in Vagaro (all the boxes are checked), and do everything related to the bookkeeping, among other things, and need that level of detail. When we pay for the integration, we should get the level of detail necessary to be able to truly do the books, including the transaction fees, what transactions were actually part of what deposit, etc., even if "we" are not the actual account owner / shop owner in Vagaro (and the other owner can't see it either). I am not getting the bang for the buck here! I have run numerous reports trying to back-in to what is reality and the extra time required to do so would be better spent without the integration. Even if I am not the shop owner, I am the person who does ALL the bookkeeping and integration with QuickBooks and trying to determine what we have actually been charged by Vagaro for these transactions and what was rent / sales for services / sales for products, etc. We also process booth rent through Vagaro and it all comes in as one lump sum - including sales for the day, less transaction fees - and determining what we actually received for what has been virtually impossible. I am told by Vagaro support that I cannot see the details of the deposits to determine how much I am paying in transaction fees, what discounts were given on the sale, what was included in the deposit because I am not the Vagaro account owner. We just started integrating with QuickBooks in October 2022 and it has been a management nightmare to say the least. Hi John, I agree! I have tried it both ways and there doesn't seem to be much difference. This allows me to account for all merchant fees for credit card payments processed through Vagaro and Quickbooks sees it as a Merchant fee paid expense and shows the expense on our Profit & Loss reports for accounting purposes. Then I create an expense in Quickbooks out of the "Merchant Fee Payment Account" in the amount of the merchant fees for the deposit. Once the credit card deposit goes into our bank account, I create a Transfer in Quickbooks from the Vagaro Payment Account into the Merchant Fee Payment Account in the amount of the merchant fees shown for the deposit in Vagaro. Second, I've created a "Merchant Fee Payment Account" in our Quickbooks Chart of Accounts as a Bank Checking account. Quickbooks only shows the Vagaro Income Account on Profit & Loss reports. Note, that I do this for all deposits into the bank (checks, cash, credit cards) that are checked out through Vagao so Quickbooks does not count the revenue twice. Dionne, the current communication back from Vagaro support states that Merchant fees for credit card payments are not currently synced with Quickbooks and we, therefore, have to manually input them into Quickbooks.įirst, when the credit card deposits go into our bank account and then sync from the bank to Quickbooks, I tell Quickbooks that the bank deposit is a transfer from the Vagaro Payment Account to keep Quickbooks from counting the revenue twice.
0 Comments
Leave a Reply. |