Skip to main content

Integrations

  • Updated

Ollie Ops integrates with various partners to provide you with more tools to help you manage more than just your production and brewhouse operations.

Quickbooks

Quickbooks is one of the leading accounting solutions for small businesses. In order to utilize the integrations you must be using at least Quickbooks Online Plus.

To turn on the integration follow these steps:

  1. Navigate to the integrations section in your brewery settings by clicking on Account icon in the upper right menu.
  2. Click on "Brewery settings".
  3. Click on the "Integrations" tab.
  4. Click on the "Connect Quickbooks" button.
  5. You will be redirected to the Quickbooks site to login and authorize Ollie Ops to interact with your Quickbooks account.

 

Packaged Inventory 

When you turn on the packaged inventory integration we will automatically keep your inventory in sync with Quickbooks. In order to turn on the integration follow the steps to get to your brewery integration settings and then follow these steps:

  1. Check the box next to "Automatically sync packaged inventory with Quickbooks?".
  2. Select an Asset Account, Expense Account, and Income Account to use for associating your packaged inventory with in Quickbooks.
  3. Click "Update Preferences" to save your settings.

Once the integration is turned on your packaged inventory will automatically be synced when the following events occur:

  • When a product is created or updated in Ollie Ops it will be created or updated in Quickbooks. Please note that products that you want to sync with Quickbooks must be created in Ollie Ops.
  • When a product is packaged in Ollie Ops, the on hand amount will be updated in Quickbooks.
  • When packaged inventory is deducted in Ollie Ops, it will be updated in Quickbooks.
  • When an invoice or sales receipt is created in Quickbooks, any inventory that exists in Ollie Ops will have the on hand amount adjusted to match what is on hand in Quickbooks.
  • When the amount of an inventory item is updated in Quickbooks the on hand amount in Ollie Ops will be adjusted to match what is in Quickbooks.

 

Purchase Orders

When you turn on the purchase orders integration we will automatically keep your purchase orders in sync with Quickbooks. In order to turn on the integration follow the steps to get to your brewery integration settings and then follow these steps:

  1. Visit the "Purchase Orders" tab.
  2. Check the box next to "Automatically sync vendors with Quickbooks?" and the "Automatically sync purchase orders with Quickbooks?".
  3. Select an Accounts Payable Account, Raw Material Expense Account, and Packaging Material Account to use for associating your purchase orders items with in Quickbooks.
  4. Click "Update Preferences" to save your settings.
  5. Head over to the Vendor management page by clicking on the Settings icon and select "Vendors".
  6. Click on the "Sync from Quickbooks" button to sync your Vendors from Quickbooks.

There are a few things to note once the integration is turned on as managing purchase orders and vendors will change slightly:

  1. Aside from the "Credit Limit" field, all other fields for vendors must be managed in Quickbooks and if changes are made on the Quickbooks side of things you must manually re-sync your vendors by following steps 5 and 6 from above.
  2. Purchase orders are now fully managed in Ollie Ops. No changes to purchase orders from Quickbooks will be synced back to Ollie Order.

Once the integration is turned on your purchase orders will automatically be synced when the following events occur:

  • When a purchase order is marked as ordered and moves from a "draft" to an "open" state we will create the purchase order in Quickbooks.
  • When the vendor is changed, the purchase order number is changed, a line item is added/removed/updated we will update the purchase order in Quickbooks.
  • When a purchase order has been marked as "received" we will generate a bill in Quickbooks that is linked to the purchase order and the line item amounts will be updated to reflect any additional costs that were added when the purchase order was received.

 

 

Ollie Order

If your business is also utilizing Ollie Order, you can integrate the 2 sides so your finished goods inventory and cost sync over to Ollie Order.

To turn on the integration follow these steps:

  1. Navigate to the integrations section in your brewery settings by clicking on Account icon in the upper right menu.
  2. Click on "Brewery settings".
  3. Click on the "Integrations" tab.
  4. Click on the "Connect Order" button.
  5. Generate an API Key for connection

 

Powered by Zendesk