OrderPort Integration with QuickBooks

OrderPort is a winery e-commerce solution that provides businesses with an extensive range of simple-to-use solutions that can be easily linked to their website, allowing them to deploy, manage, and expand online sales. It includes Point of Sale (POS), Wine Club, eCommerce, Reservations, and Loyalty Programs in one system. It allows businesses to manage and fulfill direct-to-consumer sales, including online and phone orders, and shipping and handling. It also includes a point-of-sale system that can be used to process sales, track inventory, and manage customer data. In this article, we will explain how to integrate OrderPort with QuickBooks.

What Are the Advantages of Integrating OrderPort with QuickBooks?

Here are the advantages of integrating OrderPort with QuickBooks.

  • Provides detailed reports and analytics on their sales, inventory, and customer data, allowing them to make informed decisions about their operations.
  • Enables businesses to manage and automate the process of running a wine club, including the handling of member sign-ups, billing, and shipping.
  • Allows businesses to track and manage their inventory levels in real time, ensuring that orders can be fulfilled promptly and accurately.
  • Allows employees to easily access order history and purchase preferences in QuickBooks Desktop.

How to Integrate OrderPort with QuickBooks?

Follow the given steps to integrate OrderPort with QuickBooks.

  • Log into your OrderPort account.
  • Select “Compliance” from the top menu and then select “QuickBooks.”
  • Fill in the required fields according to your requirements and click on the “Save” button from the bottom of the page.
  • Go to the “Web Connector” tab and click on the “Download QWC File” button.
  • Next, install the Web Connector.
  • Launch QuickBooks and open the company file you want to import to QuickBooks.
  • Launch Web Connector and click on the “Add an Application” button.
  • Locate and select the .QWC file that you downloaded from OrderPort Admin, then click “open.”
  • A “Authorize New Web Service” window will pop up, click on the “OK” button.
  • Next, a QuickBooks certification window will pop up, select “Yes, always; allow access even if QuickBooks is not running” and click on the “Continue” button.
  • A confirmation window will show, click on the “Done” button.
  • Next, in the Web Connector, update the password field using the same password you saved in OrderPort Admin.
  • Finally, check the box from the left side then click on “Update Selected.”

Apps4Rent Can Help with OrderPort and QuickBooks Integration

One of the challenges in this integration process is that the QuickBooks Desktop Connector needs to be kept running to ensure that data is constantly transferred between the two solutions. If the desktop on which it is installed is shut down or restarted, it may result in data loss.

As an Intuit Authorized Hosting Provider, Apps4Rent offers QuickBooks cloud hosting services from top tier SAE-16 certified data centers in New York and New Jersey and can help businesses to integrate third-party applications such as OrderPort with QuickBooks without any data loss. Contact our QuickBooks specialists available 24/7/365 via phone, chat, and email for assistance.

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