Sync Inventory

Configure Accounting

When you set up your QuickBooks Online Integration, you mapped QuickBooks products and services fields to Shopmonkey in the Configure Accounting section of Shopmonkey. Configuring Accounting does not allow inventory costs to be sent to QuickBooks. Follow these steps if you need to sync your inventory costs to QuickBooks.

Where to Start

When starting the process to sync inventory, it’s important to know where your inventory is currently to select the correct next steps. Which one of these sounds most like you?

Brand New / No Previous Inventory: Use the information in this article to set up inventory sync and keep Shopmonkey and QuickBooks in sync when invoicing
Inventory Currently in QuickBooks Only: Use the information in this article to import your inventory from QuickBooks to Shopmonkey and then keep them in sync when invoicing
Inventory Currently in Shopmonkey Only: Reach out to our Support Team through the chat icon for some help to ensure that all of your inventory is synced properly
Some Inventory in QuickBooks and Other Inventory in Shopmonkey: Reach out to our Support Team through the chat icon for some help to ensure that all of your inventory is synced properly

Run One-Time Import

Import or sync customers and inventory to speed up order creation and shop management.

On the QuickBooks Settings page (Settings → QuickBooks), select the Import & Sync tab. Select Run One-Time Import on the category (Customers, Inventory, or Non-Inventory) you’d like to import.

QuickBooks import and sync settings in Shopmonkey

Synced with QuickBooks

After you’ve imported your inventory from QuickBooks you’ll be notified of how many items have been imported and how many have been updated.

When viewing your inventory you’ll see a QuickBooks icon appear next to each of the items that were imported from QuickBooks. The following information will be imported for each inventory item.

Shopmonkey Name	QuickBooks Name
Part Description	Name
Note	Description
Part Number	SKU
Vendor	Preferred Vendor
Cost	Cost
Retail Cost	Sales Price/Rate
Quantity on Hand	Quantity on Hand
Critical Quantity	Reorder Point

QuickBooks Item Reference

In addition to the information that is imported from QuickBooks, a new field will be added to the part. The QuickBooks Item Reference field is how a part in Shopmonkey is directly connected to a part in QuickBooks. The QuickBooks Item Reference number is automatically populated during the import.

When an inventory item is synced to QuickBooks, the inventory count is automatically updated when invoices sync. Shopmonkey will automatically decrease inventory when an order is invoiced. When an invoice is synced to QuickBooks, any item with a QuickBooks Item Reference will also decrease that product or service's Quantity on Hand count in QuickBooks.