Link up Quickbooks to FoodRazor for your invoices to be exported automatically.

  1. Ensure that you are in Admin mode.

  2. Go to Integration > Connection 


  1. Click “Connect Quickbooks”, you will be prompted to sign in to your QuickbooksAccount.

  2. FoodRazor will request access to your organisation.

You only need to do this step once!

Next, match the following items to complete the set up:-

Suppliers

You will need to match your suppliers in FoodRazor to your contacts in Quickbooks. 

You will only need to match if there are any differences in the spelling, you are required to select the supplier name from the dropdown bar to match it to the supplier name in FoodRazor.

eg. In FoodRazor, the supplier’s name is Happy Bar Pte Ltd, but in Quickbooks, the supplier/contact name is Happy Bar (S) Pte Ltd

Suppliers’ name in the dropdown will be from your contacts in Quickbooks.

If there are no supplier’s names in the dropdown that match the name in FoodRazor, please create the contact in Quickbooks.

Categories

You will need to match your product categories** to your accounting codes.

Select your accounting code from the dropdown bar.

**For Product Categories (this is linked to your accounting code)

To create product categories, go to Settings > Product Categories > Add Product Category. 

Ensure that your products are tagged accordingly under My Products > Product Category.

 

Adjustment Types

You will need to match your adjustment type to your accounting codes.

Select your accounting code from the dropdown bar.

 

 

Tax Rate

Match the tax rate in FoodRazor to the tax rate in Quickbooks.

 

You will only need to do the tagging once or when you have new suppliers and product categories added.

How to tell if your invoices are exported to Quickbooks

Go to Invoices > Done > You will see the following symbols:-

  1. Blue Cloud - in the  process of exporting

  2. Yellow Cloud - unable to export; could be due to matching in integration is not completed / missing info

  3. Purple Cloud - invoice image fail to export

  4. Red Cloud - Fail/ Error; could be due to invoice already existing in Quickbooks or Technical difficulties

  5. Green Cloud - Successful Export!

  6. Clock - invoices dated more than 30 days from date of connection to Quickbooks will not be exported.

Invoices exporting to Quickbooks from FoodRazor will be automatically updated every 15 minutes.