Through our partner, WineGlass Integration Technology Solutions (WGits), WineDirect clients can leverage an automated solution that eliminates the need to manually download reports or use Transaction Pro Importer (TPI) each time you want to upload transactions to either QuickBooks Online or Quickbooks Desktop.
Key Benefits of WGits QuickBooks Integration:
This solution is available to clients in North America using QuickBooks Online. There is a $250 setup fee and a monthly cost of $109.99 charged by WGits.
You can also watch a 20 minute pre-recorded demo of the integration here.
This solution is available to clients in North America using a desktop version of QuickBooks. There is a $499 setup fee and a monthly cost of $109.99 charged by WGits.
You can also watch a 20 minute pre-recorded demo of the integration here.
To learn more about WGits for QuickBooks, please contact WGits for a demo.
WGits for QuickBooks Support hours are weekdays, 9am - 4pm.
For immediate assistance, please email us here or call 1 (707) 927-3334.
In most cases, you can get your orders to QuickBooks by using a third party app called Transaction Pro Importer. By using Transaction Pro Importer, you can get your sales and inventory information into your QuickBooks accounting system.
Here's the flow of the feature:
Orders (WineDirect) > Export Report (WineDirect) > Import Report (Transaction Pro Importer) > Sales Receipts (QuickBooks)
Reports are always exported in .txt format. They are usually more easily manipulated and reviewed in Excel.
To open the txt. File in Excel:
1. Right-click on the file and select Open with...
2. Click Browse to select your MS Excel program.
3. Click OK. Transaction Pro Importer will take the import in either a .txt, .csv, or .xls format.
Set Up Process: Import QuickBooks Export Report into the Transaction Pro Importer app. Learn More >
QuickBooks Export Report: Learn what parameters you can generate for this report. Learn More >
More Information: Is the Transaction Pro Importer right for your winery? Learn More >
How to Import QuickBooks Export Report into the Transaction Pro Importer app:
1. Download/buy app directly from that company, you can do so here.
2. Enable the Quickbooks/BayState Export Format report under the Settings > Reports section of Website settings. Learn More >
3. Navigate to Reports > Sales > QuickBooks Export.
6. Select your date ranges and other report parameters.
7. Click View Report to export the report from WineDirect.
8. Import the report into Transaction Pro Importer.
1. Navigate to Reports > Sales and select either Quickbooks or Quickbooks (V2) report.
2. Enter the date range you wish to report on [To & From Date]. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia.
**If you are just looking to export all Authorized, Completed, Voided, and Refunded orders [money in and out] then you can skip to Step 7.**
3. Adjust any additional order Type parameters if you are only looking to export specific order types (i.e. ClubOrder). By default all order types will be exported.
4. Select whether you want bundled items to export as their bundle SKU number or per piece (default is the Bundle SKU: Show Bundle Only)
5. Select alternate Payment Statuses is you would like to also include declined tenders.
(Bold Payment Statuses are the defaults used in the report)
7. Click View Report to run the report which will automatically trigger a file to be downloaded. No preview is available for the report.
Transaction Pro Importer does not work automatically when downloaded - it requires set-up and mapping to your QuickBooks chart of accounts and item list in QuickBooks. Transaction Pro Importer can be downloaded as a free trial version to see if the application will work for your accounting processes. There are also so other items to consider: