Last Updated: May 10, 2023

The InfiPlex OMS Method:CRM integration is used to integrate with any QuickBooks Desktop version, Pro or Enterprise. Easily push all your sales orders to MethodCRM, which in turn sends all your orders to your version of QuickBooks Desktop.

Follow the instructions below to set-up your Method:CRM - QuickBooks integration:

• Create Your Method:CRM Account:
  Create your 30-day free account here.
  
  You can also visit the Method QuickBooks page to see an overview of how Method integrates with QuickBooks.
  
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  IMPORTANT: Your Method / QuickBooks integration needs to be set-up BEFORE you integrate with InfiPlex.
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• Get your Method API Key:
  Log into your Method account and do the following:
  • Select Integrations under your profile icon in the top right of the page
  • Click the "API" link in the Integrations list
  • This will load the Integrations / API page where you can click the "New" button
  • Name the API connection "InfiPlex API Key"
  • Click the "Generate API key" to create the key
    
    
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    IMPORTANT: You will only see the API Key this one time, so copy it into a file on your computer so you can send InfiPlex your API key.
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  • Send your API Key to InfiPlex. InfiPlex will help with the following required configuration steps below to make sure that your orders and products are set-up correctly to integrate with QuickBooks.
• InfiPlex Configuration:
  • QuickBooks Client Set-up
    QuickBooks requires the Client Name to be passed on every order pushed to Method:CRM. The way this is done within InfiPlex is to associate a QuickBooks Client Name to each connected Order Source within InfiPlex. So all orders from a specified marketplace, or order source, will be applied to the same Customer Name in QuickBooks.
    • Send your Order Source Customer Names to InfiPlex:
      Be sure to have a customer set-up for each marketplace. As an example, if you sell on Amazon marketplace and Wayfair, you will need 2 different customer names to map these orders since these are different integrations with unique order sources in InfiPlex.
    • How it works:
      The QuickBooks Customer Name set-up uses the InfiPlex Order Automation to define an Additional Info field on all marketplace orders for method_qb_customer.The basic process involves creating an order filter to select all orders from a specific order source and then assign the required method_qb_customer value to all incoming orders.
  • QuickBooks Item Set-up
    QuickBooks orders require Method:CRM to use the QuickBooks Item Name in order to save the order. Each Item in QuickBooks will need to be mapped to the SKU in InfiPlex. If your QuickBook Item Names are the SKU number, then you do not need to do anything. If you do NOT use the SKU as the Item Name, you will need map your Item Names by adding an additional SKU Data field named method_qb_item_name that contains the actual Item Name from QuickBooks. This is done using our SKU Utilities Tool to set identifying data.
    • Send your Item Name to SKU cross reference spreadsheet to InfiPlex:
      InfiPlex will use this spreadsheet to load the required SKU Data for your set-up.
    • IMPORTANT: The addition of new SKUs in QuickBooks will require the new item to be properly configured in InfiPlex in order to push sales orders to QuickBooks correctly.