Step 1: Contact Vinosmith Support to Request this Integration
Vinosmith will need to perform some development to enable this integration, specifically for your organization, and they will follow up with the required questions to complete this task.
Important Consideration(s) before enabling this feature:
How should Quantity On Hand be reflected or not reflected in QuickBooks? Should QuickBooks be the source of truth for inventory quantity, or should Vinosmith? The choice of this dictates how quantities are pushed to QuickBooks during Item create / update.
Step 2: When Integration Is Ready, you will be notified
Once this integration is ready, you will be notified and invited to make final configuration choices. In Vinosmith, navigate to your Administrative panel and click on Quickbooks Online > Settings.
Relevant settings to note:
Quickbooks Item Persistence:
None: no push of Vinosmith Products will be performed. This is the default behavior.
Create and Update: Allow new products and updates to existing products to be pushed to QuickBooks.
In Quickbooks, there are multiple Item Types (Inventory, Non-Inventory, Service, etc). When you contact Vinosmith Support to request this integration, you will be asked to specify which Item Types should be pushed to QuickBooks.
For your inventory items in Vinosmith, they will most likely be pushed to QuickBooks as Type = Inventory. However, if you have custom needs, please let Vinosmith know. Items can be pushed as another type, such as Non-Inventory or Service.
Assuming you are creating Inventory Items in QuickBooks, then 3 Chart of Account selections are required:
Income Account: most likely an account such as "Sales of Product Income"
Expense Account: most likely an account such as "Cost of Goods Sold"
Asset Account: most likely an account such as "Inventory Asset"
Step 3: Create / Update Quickbooks Items
Once your organization is fully configured and implemented, when you are editing a Product, a checkbox is available at the bottom to "Create / Update in QuickBooks?"
Checking that option during a Product save operation will push those changes to Quickbooks and will either result in the creation of a new Item or the update of an existing Item.
Inventory Adjustments
Vinosmith can send inventory adjustments to your Quickbooks. You can choose which quantity is sent to QB, either the sum of all inventory quantities for the single Vinosmith Product, or just the quantity at the default warehouse / inventory record for that Product. To enable inventory adjustment behavior set the desired quantity mode; and then choose the Chart of Account to capture the adjustment, often "Inventory Shrinkage".
Inventory Managed in Vinosmith
Item Persistence means that inventory is managed in Vinosmith. If your organization has requested that Vinosmith push inventory quantities to QBO, it will update the QB On Hand quantities in two ways:
When performing an Inventory Adjustment in Vinosmith, at the bottom of the form is an option "Push to QBO."
From the Request Fetch screen, select Push Quantities to QBO