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Getting Started
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Items
- Adding images to items
- Creating Combo Items
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- How to set minimum order quantity for an Item in AltheaSuite
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Employees
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Sales
- How to perform a sale in AltheaSuite
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- How to edit paid Invoice in AltheaSuite
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- How to create a credit sale
- How to create a Pickup Invoice
- How to create a Delivery Invoice
- Selling an Item with a Serial Number
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- How to create a Sales Return
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- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
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- How to create a Sales Invoice using Store Credit
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- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to issue a Store Credit to Customer
- How to create a customer group
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- How to mark the invoiced items as Delivered
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Tax
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Settings
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Online Shop
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Purchase
- How to add/modify a Supplier
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- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
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Order Management
- Create a Custom Order Status
- Order Approval Header and Footer Setup
- How to send an Order Approval email to customer
- How to send Status check link to customer
- Check stock availability for an Order
- Create a new Order
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- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Configuration of Approval Process for Orders
- Order Status Header and Footer Setup
- Setup Body Template for Status Check Link email
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Offers
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Inventory
- How to transfer Inventory from One Warehouse to Another
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- Adding Opening Stock
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- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
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Delivery Management
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Serial Numbers
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Manufacturing
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UPC Barcode
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Shopify Setup
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Reorder
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Service
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Integrated Shipping
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Service Tools
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Jobwork
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Lot Numbers (Batch)
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Quickbooks Desktop
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to add Department of Revenue for Tax accounts in AltheaSuite?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- Map Financial Account Names, Account Types and Class Name
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- QuickBooks Sync with Item details and receipts
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- Name Template formatting for QuickBooks data sync
- How to setup QuickBooks Web Connector
- Troubleshooting QuickBooks Desktop Errors
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
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AltheaSuite-APP
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Quotation
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Hubspot Integration
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Repeat Services
- How to create a Sales Invoice from a Repeat Service
- How to modify an Invoice created from a Repeat Service
- How to create a subscription for repeat services on a monthly basis
- How to create a subscription for repeat services on a weekly basis
- How to create a service on a specific day from an existing subscription
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Check
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Receive Payments
Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
This document will show you the steps to enable the settings in AltheaSuite to send product details and receipts to QuickBooks Desktop.
In this case, AltheaSuite will send the Purchase and Sales receipts along with the Product details and Tax list to the IIF file. The QuickBooks application in this case will calculate the COGS on its own based on the Purchase and Sales receipts that are imported from the IIF file.
Step 1: Go to the Settings module and click on the QuickBooks option.
Step 2: In the QuickBooks Settings window, select the radio button ‘Send Product detail and Sales Receipt to QB’.
Do not Send Purchases: When this is checked, the system will not send the Purchase documents to IIF. The supplier financial accounts are also not sent to IIF.
Default Alternate Account Name: While sending financial accounts to the IIF, the system considers the Alternate Account name from the Financial Account.
This setting will be applicable if you want to maintain a single financial account for Customers, Suppliers, Employees, and Taxes in QuickBooks. The system will consider the default alternate account name while creating the auto-generated financial accounts.
COGS account name for Inventory part: This is the name of the COGS account to be mapped in the QuickBooks. When the IIF file is imported into QuickBooks, the COGS will be calculated by the QuickBooks application based on the Purchase and Sales transactions from the IIF file.
Asset account name for Inventory part: This is the name of the Inventory Asset account to be mapped in the QuickBooks.
Click on the Save button to save the changes.
Step 3: To download the IIF file for Product details and Receipts, go to the Data for QB Desktop module under the System section.
Step 4: You will see 2 radio buttons to download data in the IIF file.
Download From Last Date
When this option is selected, data will be downloaded considering the last download date. For the first time, the Last Download Date will be blank and it will consider all the data that is present for the download.
Once the data is downloaded in the IIF file, a timestamp will be assigned to the Last Download Date. From then onwards, if you download the IIF file it will consider only the data that was created or modified after the last download date.
Download Between Date Range
In this option, you can select the date range within which you want to download the data. In this case, only the data that was created or modified within the date range selected will be downloaded in the IIF file.
While downloading the IIF file, the system will send the Item details, Customers, Suppliers, Taxes, and Financial accounts to QuickBooks.
Following are the documents of AltheaSuite that are mapped with QuickBooks.
Documents in AltheaSuite
Documents in QuickBooks Desktop
Purchases
Bills
Purchase Returns
Credit
Sales Invoices (Cleared)
Sales Receipts
Sales Invoices (Credit)
Invoices
Sales Returns
Credit Memo
Receive Payments
Payments
Journal Entries
Journal Entries
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