To synchronize customer subscriptions between Reseller Marketplace and QuickBooks, complete the following steps:

  1. In your UX1 for Resellers, click Integrations.

  2. On the dashboard, click Check Changes to update the list of tasks.

  3. Select a synchronization task for your customer with the Sales order type. Click Sync Changes.
    • Note: The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded. The Billing order type means that this is an existing usage-based subscription.

  4. In the synchronization wizard that opens, map the customer between Reseller Marketplace and QuickBooks. Click Continue.
    • Note: If a customer was mapped before, this step is skipped.

  5. Map a product between Reseller Marketplace and QuickBooks. Click Continue.
    • NoteIf a product was mapped before, this step is skipped.
    • Note: At this step, you can also add a product to QuickBooks by clicking Add product to QuickBooks in the drop-down menu and configuring its parameters.

  6. On this step, select an Invoice or create a new one. Then, check changes to the Invoice.
    • The Invoice line items represent a separate fee that is charged in the scope of the Invoice.
    • You can select a line item and configure its parameters, such as date, description, quantity, price, as well as whether to include taxes and load prices from the QuickBooks or Reseller Marketplace.
    • ImportantInvoices with the same billing cycle must be selected here, that is, monthly Invoices for monthly subscriptions, and so on.
    • Important: The Invoice currency and the currency in Reseller Marketplace must be the same.
  7. Confirm the synchronization by clicking Sync All.