Overview
If you use QuickBooks as your primary accounting software but run sales through other platforms, such as Marketplaces and E-Commerce sites, Zamp can pull transactions from QuickBooks, without needing to integrate with the other platforms. One-source of truth, one integration.
Zamp's QuickBooks integration can also selectively ignore transactions for specific customers.
Prerequisites
For whichever integration application you are using to send transactions to your QuickBooks account, you will need to ensure:
Transactions are passed as an Invoice or a Sales Receipt.
A customer is associated with every transaction.
An item Rate and Quantity are included for every item.
Why does this matter?
Zamp needs to fully understand your quote-to-cash process, and where transactions originate to:
Ensure there are no duplicate transactions being posted to your Zamp account.
Zamp is not recalculating tax on transactions that you have already charged a customer for.
How does the Integration with QuickBooks handle this?
External Source
The Zamp application Customer Entity Mapping tool now has an External Source indicator. The options available are:
Standard - Taxes will be calculated by Zamp, and the transactions for this customer will be posted to Zamp.
Post Only - Taxes will NOT be calculated by Zamp, but transactions for this customer will be posted to Zamp.
No Posting - Taxes will NOT be calculated by Zamp, and transactions for this customer will NOT be posted to Zamp.
External Source | Tax Calculated by Zamp? | Transaction Posted to Zamp? |
Standard | Yes | Yes |
Post Only | No | Yes |
No Posting | No | No |
How to Configure
It is very important the Zamp Tax Application is configured correctly when using the External Source setting.
Set Default Posting Mode for New Customers
This setting determines which External Source a NEW customer is created with. This is especially helpful if you are generating a large volume of customers who do not have taxes calculated within QuickBooks.
If this setting is enabled, you would need to tag newly created customers that need Zamp tax calculations as External Source = Standard for this to happen.
Example: I have high-volume sales on Shopify. I create invoices in QuickBooks for each Shopify order, but I want to push transactions through Zamp's Shopify integration. I need to ensure customers created for Shopify orders do not push to Zamp through QuickBooks.