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      Accounting Integrations
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        Accounting Integrations

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          Article summary

          Accounting Integration settings allow you to control what information is synced to and from your accounting software. These settings are found on the Domain Settings page.
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          Supported Integrations

          Steelhead supports integrations with the following accounting softwares:

          Entry Fields

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          Income Account for New Part Numbers

          • The desired account that should collect income on Part Numbers.

          Type of Income Account

          • Specify the type of account to be used for collecting this income.

          Cost Account for New Part Numbers

          Type of the Cost Account

          • Specify the type of account to be used for paying this cost.

          Inventory Account for New Part Numbers

          Type of the Inventory Account

          • Specify the type of account that should pay these Inventory-related costs.

          Receivable Account for New Invoices

          • The legally-backed invoicing account that should collect new Invoice charges.

          Type of the Receivable Account

          • Specify the type of account that should collect these charges.

          Custom Invoice Prefix

          • Enter any message you want to go on the top of Invoices.
          • Is "SH:" by default.
          Rejecting Invoices:
          • There are errors and blocks for instances where Quickbooks Accounting Software rejects invoices. Such as:
            • When the invoice amount is less than 0
            • When the quantity is less than or equal to 0
            • When there are no line items on invoice
          • However, QBO will still accept a negative or 0 invoice rate.

          Checkboxes

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          Overwrite Steelhead Customer Data

          • Sets aside the accounting info that Steelhead has collected on Customers.
          • Forced on by default

          Customer Name

          • Option to include or omit the Customer name alongside other accounting info.

          Overwrite Steelhead Part Number/Product Data

          • Sets aside the Part Numbers and other item information logged in Steelhead.
          • Forced off by default
          Overwrite:

          If you select the overwrite box shown in the screenshot below, the name in Sage will overwrite any name created in Steelhead.
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          If you want this overwrite to affect already-imported data, then you will need to do a bulk import to update everything, otherwise it only applies to imports from this point forward.

          Part Number Name

          • Option to include or omit the name custom-written on Steelhead Part Numbers.

          Part Number Price

          • Option to include or omit the price of the Part Number.
          Part Number Price:

          The prices of individual Part Numbers are shown in this column on the Part Number menu:
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          Part Number Description

          • Option to include or omit the custom-written description on Part Numbers.

          Part Number Customer

          Product Name

          Export Invoices

          • Option to log and send out Invoices automatically.

          Export Purchase Orders

          • Option to log and send out POs automatically.

          Enable Extra Logging

          • Option to allow other things to be logged by Sage 100.

          Unlink Steelhead Data from Sage 100 Accounting

          • A button to disconnect Steelhead data from being read by Sage 100.

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