Configuring Inventory Counts with QuickBooks

Configure how Brew Ninja inventory count discrepancy categories are linked to QuickBooks expense accounts.

Prerequisites

• A QuickBooks connection has been made with Brew Ninja.
• Familiarity with QuickBooks Expense Accounts. 

Getting There

• Setup→Connections→Configure(QuickBooks). Then, click the Counts tab. 

Assigning QuickBooks expense accounts

Once the Counts tab has been clicked, users may correlate a QuickBooks expense account with a Brew Ninja count discrepancy. 

• From the Discrepancy Expense Accounts table,
  • Navigate to the desired row along the Brew Ninja Category (left column).
  • For that row, select a QuickBooks Expense Account from the adjacent dropdown (right column)
• Click Save or Save All. Or, click either Cancel button to ignore changes. 

Exporting

The Discrepancy Expense Accounts table may also be exported.

• Simply click the export button and an excel (xlsx) file will be downloaded.
• This file will present the table similarly with two columns for Brew Ninja Categories and QuickBooks Expense Accounts.
• An excel file may not be imported to update the Inventory Counts table. 

Further Reading

• To create more categories for Brew Ninja, see Inventory Discrepancy Categories