Importing Resources from QuickBooks Online with direct QBO Integration

Importing Resources from QuickBooks Online with direct QBO Integration

Fast-Weigh Web Portal

  To add the Quickbooks Online Integration to your Fast-Weigh subscription, contact us at 865-219-2980 or support@tacinsight.com .

Importing Terms, Tax Codes, Customers, and Products to the Fast-Weigh Web Portal from QuickBooks Online:

Navigate to  Resources > Terms .

  • Click  [+ New Quickbooks Terms]
  • You will be prompted to  log into your company's QuickBooks Online account  to enable the integration. Please do so.
  • A table with the  terms  you've set up in QBO will load.
  • Use the check boxes  to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any  other required parameters  (if any).
  • Save  the Terms.

Navigate to  Resources > Tax Codes .

  • Click  [+ Quickbooks Tax Codes]
  • IMPORTANT : Tax codes in QuickBooks Online must be no more than  10 characters long  to import correctly into Fast-Weigh.
  • Use the check boxes  to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any  other required parameters  (if any).
  • Save  the Tax Codes.

Navigate to  Resources > Customers .

  • Click  [+ Quickbooks Customers]
  • Use the check boxes  to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any  other required parameters  (if any).
  • Save  the Customers.

Navigate to  Resources > Products .

  • First, make sure all of your QuickBooks Online products have  SKUs  assigned to them in QBO.
  • Click  [+ Quickbooks Products]
  • Use the check boxes  to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any  other required parameters  (if any).
  • Save  the Products.
    • IMPORTANT:  If you do not set up pricing for a product, the product will not be available to add to an order, and therefore cannot be ticketed on.

Any  new  terms, tax codes, products, or customers you add to QBO can later added to Fast-Weigh with the same procedure

Fast-Weigh QuickBooks Online Integration  is an optional feature add-on. To add the QuickBooks Online Integration to your Fast-Weigh subscription, contact us today at 865-219-2980 or support@tacinsight.com.



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