Importing Resources from QuickBooks Online with direct QBO Integration

Fast-Weigh 10 Web Portal

To add the QuickBooks Online Integration to your Fast-Weigh subscription, contact us at 865-219-2980 or support@tacinsight.com

If your organization uses QuickBooks Online, Fast-Weigh 10 can be set up for seamless integration with QBO during its initial installation.

Importing Terms, Tax Codes, Customers, and Products to the Fast-Weigh 10 Web Portal from QuickBooks Online:

Navigate to Resources > Terms.

  • Click [+ New Quickbooks Terms]
  • You will be prompted to log into your company's QuickBooks Online account to enable the integration. Please do so.
  • A table with the terms you've set up in QBO will load.
  • Use the check boxes to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any other required parameters (if any).
  • Save the Terms.

Navigate to Resources > Tax Codes.

  • Click [+ Quickbooks Tax Codes]
  • IMPORTANT: Tax codes in QuickBooks Online must be no more than 10 characters long to import correctly into Fast-Weigh.
  • Use the check boxes to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any other required parameters (if any).
  • Save the Tax Codes.

Navigate to Resources > Customers.

  • Click [+ Quickbooks Customers]
  • Use the check boxes to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any other required parameters (if any).
  • Save the Customers.

Navigate to Resources > Products.

  • First, make sure all of your QuickBooks Online products have SKUs assigned to them in QBO.
  • Click [+ Quickbooks Products]
  • Use the check boxes to choose the terms you wish to bring into Fast-Weigh.
  • Fill in any other required parameters (if any).
  • Save the Products.
  • Please set up pricing for each product added from QBO
    • IMPORTANT: If you do not set up pricing for a product, the product will not be available to add to an order, and therefore cannot be ticketed on.

Any new terms, tax codes, products, or customers you add to QBO can later added to Fast-Weigh with the same procedure

 

Fast-Weigh QuickBooks Online Integration is an optional feature add-on. To add the QuickBooks Online Integration to your Fast-Weigh subscription, contact us today at 865-219-2980 or support@tacinsight.com.