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 the Setup Wizard.
Click on the yellow Select button under “Ecommerce Store(s)”.
Step 1: Select ecommerce channel
There are two tabs – one for Available sales channels, and the other for ones already Connected.
Under the Available tab, choose Select under the ecommerce platform you want to connect. Follow the online instructions for entering your credentials and giving DataQlick permission to access the app.
Step 2: Set payment routing
The payment methods for the specific sales channel you connected will be displayed. You need to select the bank accounts in your accounting system that you want each of they payment method types to go. Selecting the proper accounts are critical for reconciling your accounting system. Many accounts, such as those that are batched and then fees take out, will go into undeposited funds where you will need to create a deposit. Others, such as PayPal, should go into a “PayPal” bank.
Make sure you understand the entire flow of the payments being received or talk to your accountant for further clarification.
Step 3: Set tax processing
You need to choose how you want DataQlick to record sales tax from the connected sales channel into your accounting system.
For Shopify and Amazon, we recommend you use the DataQlick Recommended Sales Tax method, which validates the tax amount and record it in the tax field of your accounting system. You can also create a sales tax item in your accounting system right from DataQlick. See “How will sales tax be handled in DataQlick and QuickBooks Online” for more information.
To use this method, turn the Use DataQlick Recommended Sales Tax on and Sales tax as a line item off.
Here is how the sales tax is recorded in your accounting method using this method:
For other ecommerce stores, or if you prefer to have sales tax recorded as a line item on the sales transactions, turn on the “Sales tax as a line item”.
Here is how the sales tax is recorded in your accounting method using the Sales tax as a line item:
If both selections are off, the sales tax will be recorded in the tax field on the sales form.
NOTE: If you are NOT using the Recommended Sales Tax, all Amazon sales tax will be recorded as a line item.
Step 4: Set accounting sync
In this step you first choose whether you want to record sales transaction for this sales channel as sales receipts or as invoices in your accounting system. You may not have an option for all ecommerce platforms. Amazon, for example, will be recorded as sales receipts.
Under “Set transaction type”, select either invoices or sales receipts.
Next, you will choose whether to turn on the syncing of sales transactions into your accounting system. Sales from your connected sales channel will NOT be recorded in your accounting system until the “Set accounting sync” is turned on. Once this is turned on, all transactions will automatically sync between the sales channel and your accounting system going forward. Transactions will still come into DataQlick if this feature is turned off.
Step 5: Review
The last step of the ecommerce setup wizard is to review the setting you have selected.
If there is something you want to change, you can click on the Back button, or you can Cancel to leave the setup wizard without saving changes.
After you have reviewed the settings, click on Done.
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