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Map a Vendor - QuickBooks

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Overview

Supplier names as shown in a user's point of sale system may be spelled, spaced, or punctuated differently than how the vendor appears in the accounting software. If Accounting Link does not find an exact match, it will either create a duplicate vendor in the accounting software or create an error on the export tab. The Supplier from the point of sale software must be mapped to the corresponding Vendor in the accounting software to avoid duplications or errors. 

Resolution

 

 

Watch the video or follow the steps below.

 

To map a Supplier from the point of sale to QuickBooks: 

 

1. Click on Configuration on the upper toolbar in Accounting Link. 

 

2. Click on the Suppliers tab. 

 

3. Click on View Vendor List and the list of Vendors from QuickBooks will appear. 

  • It the window is empty, click Refresh List.  

 

4. Arrange Accounting Link and the QuickBooks Vendor List so that you may view the two of them at the same time. 

  • In Accounting Link, the left column with the grayed background is the Supplier list from the point of sale system.  

  • The right column of Vendors is a copy of the left column by default, unless it has been mapped previously.  

  • The goal is to map the Supplier listed in the left column to go to the correct Vendor in the right column.  

 

5. Select the Vendor from the QuickBooks Vendor List that is the correct match for the Supplier shown in the left column of the point of sale supplier list. 

 

6. Select a Supplier from the left column of the Accounting Link list that you would like to map by clicking once on that Supplier. 

 

7. Select a Vendor from the QuickBooks Vendor List that you would like to map by clicking once on that Vendor. 

 

8. Click on and drag the Vendor name from the QuickBooks Vendor List to the right column in Accounting Link. 

  • By clicking and dragging the correct Vendor from the QuickBooks Vendor List to the Accounting Link Vendor list, you are telling Accounting Link that you want that point of sale Supplier information to go to that Vendor in QuickBooks.  

 
 

Note: If duplicate suppliers exist in the Supplier Desc column, simply match them to the same vendor ID. For example, if a supplier is shown as both "Snap On" and again as "Snap-On" in the Supplier Desc column, they may both use the same vendor ID of "Snap On Tools"  as listed in QuickBook's vendor list. 

 
 

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