To synchronize customer subscriptions between Reseller Marketplace and QuickBooks, complete the following steps:
- In your UX1 for Resellers, click Integrations.
- On the dashboard, click Check Changes to update the list of tasks.
- Select a synchronization task for your customer with the Sales order type. Click Sync Changes.
- Note: The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded. The Billing order type means that this is an existing usage-based subscription.
- Note: The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded. The Billing order type means that this is an existing usage-based subscription.
- In the synchronization wizard that opens, map the customer between Reseller Marketplace and QuickBooks. Click Continue.
- Note: If a customer was mapped before, this step is skipped.
- Note: If a customer was mapped before, this step is skipped.
- Map a product between Reseller Marketplace and QuickBooks. Click Continue.
- Note: If a product was mapped before, this step is skipped.
- Note: At this step, you can also add a product to QuickBooks by clicking Add product to QuickBooks in the drop-down menu and configuring its parameters.
- On this step, select an Invoice or create a new one. Then, check changes to the Invoice.
- The Invoice line items represent a separate fee that is charged in the scope of the Invoice.
- You can select a line item and configure its parameters, such as date, description, quantity, price, as well as whether to include taxes and load prices from the QuickBooks or Reseller Marketplace.
- Important: Invoices with the same billing cycle must be selected here, that is, monthly Invoices for monthly subscriptions, and so on.
- Important: The Invoice currency and the currency in Reseller Marketplace must be the same.
- Confirm the synchronization by clicking Sync All.
