QuickBooks Preparation

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The connector has been designed to work with the Treez Item Type structure. This allows for the tracking of Sales Revenue, Inventory Asset Value and Cost of Goods Sold down to the Treez Item Type, at a summary level or both.

Sales Revenue

The Connector is designed to work with Non-Inventory Items in QuickBooks. By creating an item and mapping the Income account you can control where Revenue goes for each item. If you don’t setup an item then the revenue will be coded to the Default Revenue Account in the Connector Settings.

The Non-Inventory Parts that need created are:

  • BEVERAGE
  • CARTRIDGE
  • EDIBLE
  • EXTRACT
  • FLOWER
  • MERCH
  • MISC
  • NON-INV
  • PILL
  • PLANT
  • PREPACK
  • PREROLL
  • TINCTURE
  • TOPICAL

Inventory Asset Value

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