Verify and Post to QuickBooks

Verify and Post to QuickBooks

Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields.

  • Product Name: The name will auto-populate from previous screens, but you can change it as needed.
    • When you want to use the same Product for all of the rows, select the Product Name on the first row and then check the box titled "Use same Product Name".
    • HammerZen does not remember mapping changes made on this screen.
  • SKU Description: Auto-populates from the purchase report.
  • Qty: Auto-populates from the purchase report.
  • Unit Price: The sales tax is automatically added to the unit price.
  • Amount: Unit price times quantity.
  • Split: You can split a line Product into its:
    • Customer and Class 
    • Quantity ("Qty") and Unit Price
  • Customer:Job: Auto-populates from the "Map Your Customers" step. 
    • HammerZen does not remember mapping changes made on this screen.
  • Billable: You only need to check this box if you are using the Billable feature for time and material.
    • If you want all the rows to be billable, then simply check the box at the top that says "All billable?"
  • Class: Add a class from the drop-down menu.
    • If you want all the rows to have the same Class, then simply check the box at the top that says "Use same class"
    • HammerZen does not remember mapping changes made on this screen.
    • This field is not mandatory!

Click on "Post to QuickBooks." Your purchases have been seamlessly imported into QuickBooks!

IMPORTANT!! As we are calculating the sales tax in the back-end, the total amount on the transaction might be a penny or two off. When you go to reconcile your credit card or bank statement, we recommend that you make the adjustment for that difference.

Check the QuickBooks reports to ensure that all the information is accurate.

(All the linking and mapping will be saved for future imports.)

The following changes and updates will not be saved for future reference:

  • Billable
  • HammerZen does not remember mapping changes made on this screen.

    • Related Articles

    • Classify, Verify, and Post

      Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields. Product Name: Select the Product Name that relates to the purchase.  If you cannot find a product name, go into QuickBooks and create a new ...

    • Add a Vendor in QuickBooks Online

      Add a vendor name to your Vendor list in QuickBooks Online to enter an expense paid by check, credit card or any other form of payment. In this example, we address how to enter Home Depot and HammerZen as a vendor. Adding a vendor name to your ...

    • Sign Up for a QuickBooks Online Account

      If you do not already have a QuickBooks Online account, start your 30-day FREE TRIAL now! You will receive the best discount available from Intuit. (If you run into any problems signing up, send us an email and we can troubleshoot the issue.) As ...

    • Add a Customer in QuickBooks Online

      You can add a customer to track your income earned and expenses incurred in QuickBooks Online. Customers can be vendors, too, but keep in mind that each name should be unique. If you use the same name, append the name by adding "customer" or "vendor" ...

    • Add a Class in QuickBooks Online

      You can add classes and sub-classes to easily track your income and expenses in accordance with jobs and purchases in QuickBooks Online. You also have the ability to view Profit & Loss statements and Balance Sheets by class and sub-class reports. To ...