The integration between Megaventory and QuickBooks Online follows these synchronization rules

Important Note


You should not change data in QuickBooks (ie perform any data entry, create a transaction, etc) during the initial sync process between Megaventory and Quickbooks.


Main Entities



Megaventory


QuickBooks
Supplier

Vendor
Client

Customer
Supplier & Client

Vendor & Customer
Product

Item (inventory)
Location

Location
Tax

Tax

Tax

Item (service)
Discount

Item (service)


Documents



Megaventory Document
Stage
QuickBooks Document
QuickBooks Packages
QuickBooks Action/State

Notes

Return of Goods from Client & Credit
Verified
Credit Memo
Essentials, Plus


Return of Goods to Supplier & Credit
Verified
Vendor Credit
Essentials, Plus


Goods Outbound and Sales Invoice
Verified
Invoice
All


Goods Outbound and Sales Invoice
Cancelled
Invoice
All
Removed
Only in QBO manual numbering - see Note2
Goods Inbound and Purchase Invoice
Verified
Bill
Essentials, Plus


Goods Inbound and Purchase Invoice
Cancelled
Invoice
All
Removed
Only in QBO manual numbering - see Note2
Goods Inbound
Verified
-
Plus
Inventory Adjustment

Goods Outbound
Verified
-
Plus
Inventory Adjustment

Return of Goods from Client
Verified
-
Plus
Inventory Adjustment

Return of Goods to Supplier
Verified
-
Plus
Inventory Adjustment

Sales Order
Shipped
-
Plus
Inventory Adjustment

Sales Order
Invoiced
Invoice
All


Sales Quote
Verified
Estimate
All
Pending State

Sales Quote
Closed
Estimate
All
Accepted State

Sales Quote
Cancelled
Estimate
All
Rejected State

Purchase Order
Verified
Purchase Order
Plus
Open State

Purchase Order
Shipped
-
Plus
Inventory Adjustment

Purchase Order
Invoiced
Bill
Essentials, Plus


Purchase Order
Closed
-
Plus
Closed State


Sync Direction


Documents are only pushed from Megaventory to QuickBooks. You should only create Documents in Megaventory. Documents created in QuickBooks will not be synced to Megaventory.


If taxes are used in the documents

The tax for each product in Megaventory is added as a separate line in QuickBooks. If you have added taxes as product lines in Megaventory those will be copied in QuickBooks without being changed..


If discounts are used in the documents

The discount for each product in Megaventory is added as a separate line in QuickBooks. If you have added discounts as product lines in Megaventory those will be copied in QuickBooks without being changed.


Document numbering

The sales documents created in Megaventory can be pushed to QuickBooks either by following the numbering at Megaventory or by getting the QuickBooks enumeration. You can choose this from QuickBooks (Gear Icon> Your Company > Account and Settings > Sales > Sales Form Content > Custom Transaction numbers > ON/OFF). When custom transaction numbers are selected, the document number pushed to QuickBooks will be in the form: [Megaventory document number] ([Megaventory document abbreviation])


Note 1

Due to QuickBooks limitations, only Sales Documents and Purchase Orders can follow the automatic assignment of document numbers. More specifically, QuickBooks has a separate setting for the numbering of Purchase Orders (Gear Icon > Your Company > Account and Settings > Expenses > Purchase Orders > Settings > Custom Transaction numbers > ON/OFF) and the user is expected to be consistent with the Purchase Order numbering setting and the Sales numbering setting, i.e. both should be either ON or OFF.


Goods In and Purchase Invoices, Purchase Invoices, Goods Returns to Supplier cannot follow QuickBooks automatic numbering and will be pushed to QuickBooks with the number created in Megaventory.


Note 2

When QuickBooks automatic numbering is selected, the updates made in documents in Megaventory (such as closing a Sales Quote, changing a field in an Invoice or cancelling an Invoice altogether) will not be pushed to QuickBooks. The user should manually update the related documents in QuickBooks.