Initial Overview

Tracknicity pulls all Items, Customers/Jobs, Timesheets, and Purchase Orders from QuickBooks. Read about these individual aspects below.

1. Items

   1. All Items in QuickBooks will be imported into Tracknicity to be used as inventory parts.
      1. When an item in QuickBooks is made inactive, it will no longer be available to Tracknicity.
      2. You can keep items active in QuickBooks, but hide them in Tracknicity by having an administrator archive them on the web dashboard.
   2. In QuickBooks the best practice is to use Non-Inventory Items and to structure the items as Manufacturer - Model
      1. We use Non-Inventory items in QuickBooks because we are handling the inventory externally and do not want QuickBooks to track these in it's software.
   3. A Manufacturer will be setup as a Non-Inventory Item with no Parent Item
   4. Models will be setup as a Subitem of their respective Parent Item (Manufacturer)
      
      

      Example:

      



2. Customers and Jobs

   1. All Customers/Jobs are imported to Tracknicity to be able to check parts in/out to.
   1. When a Customer/Job is marked inactive in QuickBooks, it is no longer selectable in the Tracknicity App/Dashboard.
   2. Customers should be treated as top-level items with subitems of specific Jobs. This allows a single customer to have multiple jobs.
      1. If a selected Customer does not have any active Jobs under it, the main Customer will be selected for the given transaction or report.



3. Timesheets

   1. All Timesheets in QuickBooks will be imported to Tracknicity. This allows your team to quickly run a Budget vs Actual hours report to stay up to date with projects.
   2. This can be turned off in company settings if you do not use this feature of QuickBooks.



4. Purchase Orders

   1. All Purchase Orders in QuickBooks will be imported to Tracknicity. This allows your team to track the status of an item from ordering all the way to delivery of the item to the customer. Your team can also set notifications on an item so they are alerted when it has been received to the warehouse.
   2. Purchase Orders for items that are for a specific job get linked to that Customer's Job. This populates a Pick List of items to be checked out from a staging area. Once the items are checked out, you have historical data of who took the items and when.
   3. This can be turned off in company settings if you do not use this feature of QuickBooks.