How to connect your accounting system with DataQlick:
To set up an email address in DataQlick, for sending out invoices and purchase orders, click on your login in the upper right corner and select Profile. Under the Addresses tab, fill out all the fields under Email Settings. You may have to search the internet to find out the Port, Protocol and Authentication Type […]
You can access your user Profile by clicking on your login in the upper right corner. Under the Main profile tab is your personal login information plus the ability to upload an Avatar and a company logo. You can also change your password from this screen. Under the Addresses tab, the first section is for […]
There are multiple ways to set up a new supplier in DataQlick. Through the Contact menu, Add New Supplier (individually) Add new supplier when creating a Purchase Order Import a supplier list using a .csv file To add an individual supplier, go to Contact from the main menu. Click on the New Supplier + button […]
To import a customer list, click on the Contacts icon from the main menu. In the upper right corner of the Customers page, click on the three vertical dots. Select Import. You will need to download the .csv template file, use it to fill out the proper fields, then import the completed .csv file back […]
You can enter terms along with the sales tax item for the customer when you create, or edit a customer, under the General tab.
There are multiple ways to create new customers in DataQlick. When you go through the setup wizard and connect your accounting system, you have an option to sync your customers with DataQlick. In addition, when orders are synced with a connected sales channel, a customer will be created if it does not already exist. To […]
No. If you use Purchase Orders in DataQlick, those purchase orders do NOT sync to your accounting system. It would be too difficult to maintain control over two systems using PO’s. It will however, sync the vendor bill related the PO, so you can pay the bill from your accounting system. We recommend that you […]
To edit quantities on a PO, click on the edit icon next to the PO you want to change from the Purchasing page. Make changes to the quantities (step 1) and click on Update (step 2). NOTE: You can only modify a Partial PO down to the quantity received against it. Once the quantity received […]
When you receive less than the quantity on the PO for any item, the status of the PO will become “Partial”. When you click on the PO (Edit icon), you will be able to see the number of units that have been received. Click on the green Receive button to receive any remaining quantities. If […]
After the Purchase Order is created, you need to receive the items so they will be included in inventory. Click on Purchasing from the main menu (shopping cart). Click on the Edit icon next to the PO you want to receive against. Click on the down arrow on the green Receive button. You have an […]
When you create or edit a purchase order, you can fill in a Due Date that serves as the expected date of delivery for the Supplier.
Linking products in DataQlick is critical to having sales sync between ecommerce platforms and your accounting system. To link products, after you connect your accounting system and ecommerce platforms, go to the setup wizard (gear icon on main menu). You have two ways of linking products. The Sales Channel level lets you link, unlink or […]
DataQlick uses linked products to let your accounting system know which items in your ecommerce platforms equal the items (products) in your accounting system. By linking products together, when the item is sold on your ecommerce site, the inventory level of that product in your accounting system will automatically be reduced. Items must be linked […]
To disconnect your accounting platform, go to the Setup Wizard (gear in lower left corner of main menu). Click on the red Select button under Accounting System. Click on “Disconnect” under the Connected accounting system.
To remove a connected ecommerce platform, go to the Setup Wizard (gear icon at the bottom of the main side menu). Click on the yellow Select button under Ecommerce Store(s). Click on the “Connected” tab, then click on the trash can to the right of the channel you want to delete. Please note: this will […]
Once you connect your accounting system, your products will automatically sync with DataQlick. The last 30 days of Sales (from the day you start integration) will also be imported into DataQlick from your accounting system.
DataQlick currently integrates with QuickBooks Online and Xero accounting platforms. We also integrate with the following ecommerce platforms: Shopify, Ebay, Magento, Amazon, Bigcommerce, Vend, Square, Stripe and LightSpeed. In addition, we integrate with ShipStation, Amazon FBA and Stripe. For an up-to-date integration list, see the Integrations tab on our main website.
DataQlick is able to sync sales and inventory with online accounting software and ecommerce platforms.
To delete the unreceived balance on an Assembly Order, click on Assembly Orders from the Bundles page. Click on the Assembly Order # you wish to delete. Click on the trash can in the upper right corner. If you want to proceed, click OK. This will remove the balance of the Assembly Order and put […]