How to connect your accounting system with DataQlick:
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 […]
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.
New products can be added to DataQlick in a number of ways. From the setup wizard, if you connect your accounting system, all the products and services from your accounting system will be synced to DataQlick. Likewise, when you connect your ecommerce stores, any items in those channels will also be brought into DataQlick. […]
You can set different price tiers for customers under the Inventory Settings tab from the Setup Wizard. (Price tiers on a product level is done in Edit Product – see the Inventory help section for more information). Go to the Setup Wizard (gear in lower left corner). Then click on the green Select button under […]
You can create an unlimited number of users in your DataQlick account. All users will have full access to all functions and data in DataQlick. (Permission levels are scheduled for future release). To invite users, go to the Setup Wizard (gear in lower left corner). Click on the green Select button under Settings. Click on […]
There are some additional, optional features you can set up in DataQlick under Settings in the Setup Wizard. Under the General settings tab, you can customize transaction numbers and custom fields and turn on and off some visibility features. Transaction numbers You can enter any Prefix and Starting number you want for each transaction type. […]
DataQlick offers a free 14-day trial so you can see exactly how our program works to automate your sales and inventory management between connected sales and accounting platforms. During that trial period, you can either connect your actual accounts and do a “live” test of all DataQlick features and functions, OR you can preload a […]
DataQlick is an inventory management tool, as well as a sales integration app. DataQlick can be used with or without an accounting system. If an accounting system is connected, that platform becomes the “Master” channel. If no accounting system is connected, DataQlick is the “Master” channel. The most common situation is to use DataQlick to […]
DataQlick has a Bundles feature that allows for multiple products to be combined and become a new product. The multiple products that make up the finished item are referred to as components, bill of materials (BOM), or sub-items. The finished item is referred to as a bundle or a finished good. The word “Bundle” and […]
You connect each sales channel individually, using the Setup Wizard. Connecting an ecommerce store allows transactions to come into DataQlick, then sync with your accounting system (if connected). When you first sign into DataQlick, the Setup Wizard will be displayed. If not, you can click on the gear in the lower left corner to access […]
For most sales channels, you choose whether to record sales as Sales Receipts or as Paid Invoices. You select which one you prefer in the Setup Wizard (not all sales channels provide an option). Click on the Setup Wizard from the main menu. Select the Ecommerce Store section. Click on the Connected tab.
In the Accounting Setup Wizard, you can set up a default tax code to use for invoices that are created in DataQlick. Then, in each of the Ecommerce Setup Wizards, you will choose how to process sales tax for each channel. For Amazon and Shopify, you can choose to turn on (or keep off) DataQlick’s […]
The easiest way to connect your accounts is to Start a Free Trial (sign up for a DataQlick account), then connect your accounts once you are logged in. Click on the link above (Start a Free Trial) to register with DataQlick. When you log in for the first time, the setup wizard will appear on your […]