Autodesk Prodsmart allows integrate with Quickbooks online and desktop. These integrations are connections between the two applications that work together to share information among them. In this article, you can see what data flows and triggers are available.

To access the integration page, follow these steps:

1. Click on the User/company name and select 'Integrations'.

2. Select Quickbooks Desktop/Enterprise.

If you have not yet set up QuickBooks Desktop in Prodsmart, there are five steps you must follow before proceeding with its configuration. Once you have selected the QBD Integration, as outlined in the previous paragraph, please carefully review the set-up instructions provided below.

1. Install Agent

Firstly, you must select the highlighted link and proceed with the installation of Prodsmart QuickBooks Agent (also known as Autofy).

2. Token

Once the installation is successfully completed, you should generate a new token by clicking on the "GENERATE TOKEN" button. Then, follow the three steps provided in the image below.

3. Test Connection

In order to assure that the communication between Prodsmart and the Agent is correctly working, please select the button "TEST CONNECTION".

4. Authorize

To provide access to the information in QuickBooks Desktop/Enterprise for Prodsmart QuickBooks Agent, press the button "REQUEST ACCESS".

In the QuickBooks Desktop/Enterprise application, the window in the image below is expected to open. You should choose the final option, as illustrated in the image.

5. Confirm

Ultimately, it is essential to verify that Prodsmart possesses the ability to both retrieve and send data within QuickBooks Desktop/Enterprise. For that, please select the button "TEST ACCESS".

Below are presented the possible options to configure information flowing from Prodsmart to Quickbooks Desktop.

The integration can be set as manual and/or automatic. Either way, you can always trigger the flow of information via a button for the entity to be sent to QBD. This button it's displayed on the corresponding Prodsmart entities (as displayed below, for sales orders).

The opposite flow is also possible. Below are presented the options to configure information flowing from Quickbooks Desktop to Prodsmart.

The options above can be set automatically or not. If the automatic behavior is selected, the selected entities will be synced every 30 minutes. If the behavior is not set as automatic, users need to use the option "Retrieve Orders", in front of every option.

This feature triggers the sync in the selected options for orders that were modified/created after the specified date. All orders besides cancelled ones are retrieved by the integration.

These two options are used to define a particular time interval for the orders to sync from QBD to Prodsmart. The automatic option needs to be active for the synchronization to take place.

When creating timesheet entries in QBD using Prodsmart's data, there are some possible configurations, to access them check under advanced field.

Used to determine how to populate the customer:job in QBD in case it is not found.

Used to populate the service item in QBD.

Used to populate the payroll item in QBD.

Used to create employees if those aren't found in QBD. When employees are created, those will have the employee name in QBD populated using the worker name in Prodsmart.

Used to create the customer job in case it doesn't exist in QBD. It will be created according to the selected option in "Customer:Job".

Sets the time entries as billable when creating timesheet entries in QBD, allowing to generate worker paychecks.

The inventory sync allows you to send the inventory from Prodsmart to QBD. The information trigger can only be manual.

When sending the inventory from Prodsmart to QBD, the options below are displayed. Their explanation is provided below.

Required field. Represents the account in your chart of accounts to track your adjustments. This will be the adjustment account to which all the inventory changes will be made.

Comment that will be added on the inventory adjustment records. You can use this to identify the adjustments made by Autodesk Prodsmart.

This option allows you to define a rule regarding which products should have the inventory adjusted in QBD. To set this up, please contact the support team.

If enabled, this will be the name of the product custom field whose value will be used to match the QBD item name, instead of the Prodsmart product code.

Allows to create missing products in Quickbooks Desktop end entity for Purchase orders. If you need help to know your Income Account Id please reach out to us. The Income Account Full Name must be filled with the account full name in QBD.

Used to populate the item description in QBD end entity. If the option "product name" is selected, it can also be used to populate the Prodsmart product name if the product doesn't exist on Prodsmart's side (the products are always created in Prodsmart).

Used to set if the document number in QBD end entity migrates from Prodsmart entity, or if is a sequential number (generated by QBD).

Used to populate the customer name on QBD end entity. The option "QB Customer Custom Field" can be set on the marketplace integration page, field "Quickbooks Customer".

Used to populate the document creation date on QBD's end entity.

Used to populate the document ship date on QBD's end entity.

Used to migrate the custom field in QBD start entity to Prodsmart's end entity.

Used to prevent the product's category on QuickBooks to migrate to the product code in Prodsmart when products are created in Prodsmart.

It is used to transfer data from Custom Fields in Prodsmart to corresponding Custom Fields in QBD. To make this transfer happen, you need to have the option "Save Prodsmart Entity Code to Quickbooks Custom Field" selected and identify the custom field name in QBD (QuickBook Custom Field 1) and its corresponding one in Prodsmart (Prodsmart Custom Field 1). It's important to note that the field names are case sensitive.

This option is allowed in the following flows: Sales Order to Sales Order, Purchase Order to Purchase order, Receiving to Bill, and Shipping to Invoice.

FAQ:

1. What happens if after sending a Sales Order from QBD to Prodsmart that same sales order is updated on the QBD end?

In these cases the information won't be updated in Prodsmart. The update needs to be done manually.

2. How can I create several shippings for the same sales order in Prodsmart?

The creation of several shippings in one sales order isn't supported.

3. It is possible to create Products when sending information from Prodsmart to QBD, and vice-versa?

The creation of products is only available when sending information from Quickbooks to Prodsmart. When using the actions Purchase Order (QBD) creates Purchase Order (Prodsmart), Estimate creates Sales Order, and Invoice creates Sales Order you can ignore the products category names.

If the product in Prodsmart doesn't exist in QBD, the action won't work.

4. If I want to change the sync for QBD to another computer what do I need to do?

You should reach out to us in order to disconnect the existing QBD configuration, generate a new token and after that you can setup QBD in the new computer.

5. Can I use the integration if my company is outside of the United States?

You can use the QBD integration if your company is located outside of the US to send information from QBD to Prodsmart. In case you'd like to send data from Prodsmart to QBD you won't be able to do so.

If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.

Need help? Request a Prodsmart expert to contact you here.