Erply

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Authentication

You must obtain your admin user name, password, and account number. Here are the steps:

  1. Go to cloudcartconnector.com and login with your Intuit account.
  2. On the configure page, choose Erpy from the dropdown.
  3. Enter your user name, password, and account number in the fields available.
  4. Click the submit button.

Sales Invoice and Order Support

We can export sales invoices and orders as a sales receipt, invoice, or sales order into QuickBooks. Simply choose your transaction mode on the Cloud Cart Connector settings page. Then, click save and sync at the bottom. 

Can you sync invoices from Erply?

Please contact us with your Cloud Cart user name. We will enable the invoice sync, instead of sales orders.

Purchase Invoice Support

We map purchase invoices into QuickBooks bills. The first three steps below are optional, if you want no sales invoices from Erply. Here are the set-up instructions:

  1. In the auto-sync area, click edit next to your order task.
  2. Scroll to the bottom and uncheck enable.
  3. Click submit to disable this orders task, since it syncs sales invoices and orders only.
  4. In the auto-sync area, click add task.
  5. Select sync purchases to QuickBooks in the first dropdown.
  6. In the URL box, enter your Erply account ID.
  7. In the user name and password boxes, enter your Erply user info.
  8. Click the submit button.

QuickBooks Bill Expense Account

Our integration combines all purchase invoice lines into a single line. Cloud Cart Connector assigns a single expense or asset account for each bill. An asset account makes sense because bills purchase inventory and the value of inventory increases. Don't use COGS as the bill account. COGS is only used for sales because inventory decreases. For more info on COGS and inventory, see this article.

You can assign all inventory purchases to an expense account called merchandise purchases. The account name doesn't matter, as long as it is an expense. Using an expense or an asset account is a matter of personal preference.

To change or add a default bill account, follow these steps:

  1. Login to cloudcartconnector.com
  2. On the left, click rules engine
  3. Add a new rule set and rule
  4. RuleSet

    Set Name: Change Order Default ExpenseAccount
    ObjectType: Order
    Action: ChangeOrderDefaultExpenseAccount
    ActionValue: Inventory 01

    Rule

    ItemField: OrderStoreName
    ItemValue: *
    ValueMatch: WildCard
    Enable: True

Once complete, all bills will go under this account. For accounts on a per store basis, change value match to contains and item value to the location name.

ZReport, COGS and Income Summary Reports

Our system can create journal entries for the ZReport, COGS, and income summary reports. For detailed instructions, read our journal entries article.

 

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