If you use QuickBooks as your accounting software, you can push your distributor invoices in WISK to your QuickBooks account.
Pushed invoices appear as Bills under your Expenses and you can make payments / mark them as paid.
Note: The QuickBooks integration requires the "Accounting Integration" add-on and has an additional monthly fee.
Connecting WISK with Your QuickBooks Account
Before you can push invoices, you must first connect WISK with your QuickBooks account.
To connect WISK with your QuickBooks Account:
Place your cursor over your username on the bottom left corner and click “Venue Settings”’
Scroll down on the “Venue Settings” window and click the “Setup” button.
A new window opens to the QuickBooks website. Enter your QuickBooks username and password and click “Sign In”
Note: If the QuickBooks website doesn’t appear, please temporarily disable your browser's pop-up blocker and try again.
A message displays that the integration is in progress.
When the integration is complete, it displays “Setup completed” on the Venue Settings.
Linking GL Accounts & Distributors/Suppliers
With your WISK and Quickbooks accounts integrated, the next step is to link your GL Accounts and Suppliers between the two platforms.
This ensures that when you send your invoices from WISK to Quickbooks that they are being filed under the correct accounts and payees/suppliers.
Before you can push invoices from WISK to your QuickBooks accounts, take a moment to set up your GL accounts if you haven’t already. You won’t be able to push an invoice until GL accounts have been assigned to each line item. To learn more, please see:
After adding your GL accounts to WISK, you can link them to the matching accounts in Quickbooks. Otherwise, when you push an invoice, it will create new accounts if they don't find an exact match.
To link your GL accounts:
Hover your cursor over your username on the bottom left and click “Venue Settings”
Click the "GL Accounts" tab
Click the "Details" button beside a GL account
Click the "Accounting account" drop-down menu. You'll see all of the accounts from your Quickbooks account. Select the one that the matches.
The GL accounts are now linked
Distributors / Suppliers
In this step, you'll link your distributors in WISK to your suppliers / payees in your Quickbooks account. This ensures that the invoice is filed under the correct supplier/payee.
Otherwise, when you push an invoice, it will create a new supplier in Quickbooks if it doesn't find an exact match.
Click on "Distributors" on the left-hand menu bar
Click the "Details" button beside a distributor
Click the "Accounting distributor" drop-down menu. You'll see all of the suppliers from your Quickbooks account. Select the one that the matches.
The distributors are now linked. Any invoices sent from WISK from that distributor will appear under what you selected under "Accounting distributor".
Pushing Invoices to QuickBooks
To push an invoice to QuickBooks:
Click Orders > Invoices / Returns
Click the details button beside the invoice you want to push
Click “Actions” > “Send to accounting”
Note: Make sure the “Invoice Total on Paper” field matches the “Total” field, and that GL accounts have been assigned to all items. Otherwise, you’ll receive an error message.
You’ll see a confirmation message, and can also verify it was sent by clicking the “Timeline” tab.
Sign in to your QuickBooks account and you’ll see the invoice appear as a bill on the Expenses page. The “Payee” field populates with the distributor name, and the “Category” will depend on the GL accounts that were marked on the invoice. If more than one GL account was used, it displays as "Split", and you can click the bill to see more information.
Note: If the Payee/Supplier and Category didn’t already exist in your QuickBooks account, they’ll be created.