When you enable Finance and connect your QuickBooks Online account to Wellnessliving, two Auty-mations will be automatically created. These Auty-mations will sync daily with your All Sales Report and transfer relevant transactions for the day from your All Sales Report to your QuickBooks Online account.
The WL All Sales Report to QuickBooks Deposits (Net Sales) Auty-mation syncs all integrated transactions (such as virtual terminal, card swiper, or ACH) and non-integrated transactions (such as cash, cheques, or pin pad) from the All Sales Report into two deposits in QuickBooks. In QuickBooks, non-integrated deposits are linked to an account called Auty Cash and Check Clearing Account and-integrated deposits are linked to the chart of account you chose during Finance setup. Sales tax isn’t included in these deposits.
The WL All Sales Report to QuickBooks Deposits (Total Taxes) Auty-mation syncs the total amount of sales tax for the day for each integrated (such as virtual terminal, card wiper, or ACH) and non-integrated (such as cash, cheques, or pin pad) from the All Sales Report into two deposits in QuickBooks. The sales tax for non-integrated deposits and integrated deposits will be linked to the same chart of accounts as above. The tax for each transaction for the day will also be linked to the chart of accounts called Sales Tax Payable.