QuickBooks Premier and Enterprise versions support the use of Unit of Measurement for your Item inventory parts and assemblies. Here is a video that explains how this is done in QuickBooks: https://www.youtube.com/watch?v=QiGuGJERp6I

TurnLink's QuickBooks integration also supports the Unit of Measurement feature and can be enabled via the Setup > Integrations > QuickBooks page.


In order to properly add Sales Orders and Invoices to support the Unit of Measurement feature, you will need to:
1 - Make sure you have the Pack Quantity attribute enabled for your Distributor Product Codes
2 - Make sure your TurnLink Unit names match your QuickBooks Unit of Measurement names
3 - Update your TurnLink Distributor Code Pack Quantities for the Items that use Unit of Measurement to match your QuickBooks settings.

Enabling Pack Quantity Attribute

1 - You must be logged into TurnLink as an Admin and then click on Setup > Preferences.
2 - Click on the arrow next to Administrative to maximize those options.
3 - In the Distributor Product Codes Attributes option, hold the Ctrl key and click on Quantity to add it as one of the attributes that are enabled for your account.

4 - Click Save to update your changes.

Updating Unit Name

1 - Click on Setup > Products > Units.
2 - Confirm that the names you have listed in TurnLink are the same that you have setup in QuickBooks for your Unit of Measurements.  You can edit existing names in TurnLink if necessary but ideally you can create your U/M Related Units to match what you already use in TurnLink.  A great part of this feature is that you can use Case for the U/M for all sorts of products with different case pack sizes and only need one Unit name to support it in TurnLink.



Updating Pack Quantities
1 - Click on Setup > Products > Distributor Codes & Pricing.
2 - Select the Direct Distributor you are adding U/M to in Step 1
3 - Click on the Product Folders in Step 2 that you want to update.
4 - When using U/M in QB, the Each and Case (or any unit of measurements you may be using) will have the same Item Codes when they are in the same U/M Set in QB.  

5 - Change Step 3 to Modify 'Pack Quantity' 
6 - For your 'Each' or Base Unit of Measure for the items you are working on you should leave them se to 1 Each (or applicable name for your Base).
7 - For the larger U/M types (eg Case), set the quantity and Unit of Measure dropdown to match how your U/M set is configured in QuickBooks (eg a case is 12 Each in the example below)
8 - Click Submit to save the changes.

At this point, when placing an Order for the products you have updated in the Unit that you have changed the Pack Quantity for (eg Case), the synchronization process to QuickBooks will properly add the item in the U/M you have selected (eg Case) and set the price properly based on the Pack Quantity and everything should work seamlessly.

Please use your Test Store (or a similar test Company Overview) to test the items before deploying live to your system and contact us if you have questions with the setup process.

QuickBooks Premier and Enterprise versions support the use of Unit of Measurement (U/M) for your Item inventory parts and assemblies. Here is a video that explains how this is done in QuickBooks: https://www.youtube.com/watch?v=QiGuGJERp6I

TurnLink's QuickBooks integration also supports the U/M feature and can be enabled via the Setup > Integrations > QuickBooks page, Web Connector preferences section:

In order to properly add Sales Orders and Invoices to support the U/M feature, you will need to:

1. Make sure you have the Pack Quantity attribute enabled for your Distributor Product Codes.
2. Make sure your TurnLink Unit names match your QuickBooks U/M names.
3. Update your TurnLink Distributor Code Pack Quantities for the Items that use U/M to match your QuickBooks settings.

Enabling Pack Quantity Attribute 

• You must be logged into TurnLink as an Admin and then click on Setup > Preferences:
  

• Open the Administrative preferences section: 

• In the Distributor Product Codes Attributes options, hold the Ctrl key and click on 'Quantity' to add it as one of the attributes that are enabled for your account:
  

• Click 'Save' to update your changes.
  

Updating Unit Names 

• Confirm that the names you have listed in TurnLink are the same that you have setup in QuickBooks for your U/M. You can edit existing names in TurnLink if necessary but ideally you can create your U/M Related Units to match what you already use in TurnLink.  A great part of this feature is that you can use Case for the U/M for all sorts of products with different case pack quantities and only need one Unit name to support it in TurnLink. 
  

For Example, if some items come in a case of 6 while others come in a case of 12 or 24, you can have multiple U/M Sets in QuickBooks. Each Set Name can tell how the Case is setup and the ‘Related Units’ will all have a Base U/M unit called ‘Each’ and then be called ‘Case’ but have a different number of Eaches:

QuickBooks

TurnLink

Updating Pack Quantities 

• Click on Setup > Products > Distributor Codes & Pricing:

• Select the Direct Distributor you are adding U/M for, the Product Folder(s) you want to setup, and choose the 'Pack Quantity' Attribute:  

• Indicate how many Eaches come in a Case (or any U/M you may be using) by setting the 'Pack Quantity'. For your 'Each' or Base U/M for the items you are working on leave them set to 1 Each (or applicable name for your Base). For the larger U/M types (eg Case), set the Pack Quantity and U/M to match how your U/M set is configured in QuickBooks. Eg a Case = 12 Each:

• Click 'Save' to update your changes.

Note: When using U/M in QuickBooks, the Each and Case will have the same Item Codes when they are in the same U/M Set.  

At this point, when placing an Order for the products you have updated in the Unit that you have changed the Pack Quantity for (eg Case), the synchronization process to QuickBooks will properly add the item in the U/M you have selected (eg Case) and set the price properly based on the Pack Quantity and everything should work seamlessly.

Please use your Test Store (or a similar test Company Overview) to test the items before deploying live to your system and contact us if you have questions with the setup process.