Accounting Integration

Accounting Integration Overview
Overview We have developed a highly flexible system for mapping financial data to external systems.  This article aims to work as a starting point for unde...
Fri, 8 Oct, 2021 at 12:17 PM
Accounting Systems Supported by the Cloud Retailer Accounting Integration
Overview This article will serve as the official list of Accounting Systems supported by the Cloud Retailer Accounting Integration.  Any solution not on th...
Wed, 6 Oct, 2021 at 5:07 PM
Accounting Integration Frequently Asked Questions (FAQ)
Overview This article contains a list of some of the most frequently asked questions about our Accounting Integration. Procedure What is a Shift or R...
Mon, 18 Oct, 2021 at 11:46 AM
Understanding the Standard Accounting Integration
Overview With the Standard Accounting Integration, we've aimed to deliver an out-of-the-box set of account mappings that should meet the most common ne...
Fri, 8 Oct, 2021 at 12:50 PM
Generate Standard GL Mapping Query Filters
Overview Our Standard GL Integration includes a basic set of mappings that will serve the needs of most customers.  This article will step through generati...
Thu, 14 Oct, 2021 at 2:13 AM
Creating and assigning General Ledger accounts
Overview Cloud Retailer comes with a set of default GL accounts. This is how you can create/edit them. Procedure Creating General Ledger Accounts ...
Fri, 24 Mar, 2023 at 4:34 PM
Assign Account Details to GL Mapping Query Filters
Overview This guide will walk you through the process of assigning account-specific information to the generated GL Mapping Query Filters to the GL Export ...
Thu, 14 Oct, 2021 at 2:15 AM
Posting to QuickBooks Online
Overview Once you have set up and confirmed the integration to QuickBooks Online, you can begin posting GL Batches directly from Cloud Retailer to QuickBoo...
Fri, 1 Oct, 2021 at 12:31 PM
QuickBooks Desktop 2021 IIF File Import Issue
Overview Procedure Download your IIF from Cloud Retailer Launch QuickBooks>File>Ulitiilies>Import IIF File>Select your file Use the Im...
Wed, 29 Sep, 2021 at 1:16 PM
Configuring QuickBooks Desktop Integration
Overview The integration method for Quickbooks Pro is an "IIF" file.  This means Cloud Retailer will export a file that you will then import it u...
Wed, 6 Oct, 2021 at 12:26 PM