DEAR Inventory can be used either as a standalone accounting system or integrated with either QuickBooks Online or Xero. If you are already using either QuickBooks or Xero, Connect Wizard allows easy integration of these systems with DEAR Inventory.

NOTE: This article covers the QuickBooks Connect Wizard only. For more information on the Xero Connect Wizard, see Xero Connect Wizard.

Users will need the Integration: Accounting - Quickbooks permission in order to use this feature. 

Once your DEAR account is connected to QuickBooks, the QuickBooks Online Integration page will display the following sections:

  • Integration Settings
  • Cost of Goods Sold Maintenance
  • Connect your DEAR account to another QuickBooks organisation
  • Disable QuickBooks Integration on your DEAR account. This involves clicking Disable Integration on the page to disconnect QBO and DEAR.

Using the QuickBooks Connect Wizard

The QuickBooks Connect Wizard provides easy-to-follow steps for connecting QuickBooks with DEAR. 

NOTE: Before proceeding with integrating QuickBooks or Xero with DEAR, you must ensure you have the correct Chart of Accounts setup. For more information, see either QuickBooks Online Integration or Xero Integration.

Start integrating QuickBooks with DEAR using the QuickBooks Connect Wizard:

  1. On the DEAR menu, click Integration → QuickBooks.
  2. On the QuickBooks Online Integration page, the details of the integration status and the flow of data between DEAR Inventory and QuickBooks Online are displayed. Click Connect or Reconnect to enable QuickBooks integration.
  3. On the Welcome page of the QuickBooks Connect Wizard, DEAR is set to keep your data by default. You may select No and choose which data to keep or discard. Transactional data includes sales, purchases, transfers, production orders, etc.
  4. Click Continue. If you are not already logged into QBO, you will be redirected to log in. You will then be redirected back to DEAR. Click Allow Access to let DEAR Inventory access your QBO data. Back in the QuickBooks Connect Wizard, on the Mapping page, the mapping of your QBO accounts with DEAR Inventory accounts is displayed.
  5. The system to match accounts where possible. Select QBO accounts from the dropdown menus in order to match them manually. You must fully map the accounts in order to continue.
    • The Connect Wizard will only map accounts between systems if they have the same settings. If you are missing an account in QBO (you may have additional accounts created in your DEAR Chart of Accounts), you can go back to QBO and create them, then click Reload accounts from QuickBooks to continue mapping.
  6. Next, you will be taken to the Tax Rules Mapping screen where DEAR will attempt to map your tax rules from QBO automatically. 
    • The Connect Wizard only allows tax rule mapping between QBO and DEAR if the tax rates and Sale/Purchase properties are equal. If DEAR has tax rules that do not have an equivalent in QBO, you will have to create these tax rules in QBO first. Then, click Reload tax rules from QBO to continue mapping.
  7. Next, you will be asked to map the Payment Terms. If DEAR has payment terms that do not have an equivalent in QBO, you will have to create these payment terms in QBO first (Settings → Account and Settings → Sales → Sales form content → Invoice terms → Add New). Then, click Reload payment terms from QBO to continue mapping.
  8. You will then be asked to confirm that you want the two apps to be integrated. Note that the data migration process is irreversible and that all DEAR Inventory transactions will be updated with new accounts from QuickBooks. To go ahead with the operation, enter I would like to update all transactions in the box, then click Confirm to start synchronising data between DEAR Inventory and QBO. 

While the mapping is ongoing, your DEAR account will be locked and all users, including you, as the master user, will not be able to access DEAR Inventory. After the migration is done, DEAR will send you an email that will contain a link to the page in DEAR where you can export historical data to QuickBooks Online. If any error happens during the migration, the email will contain information about the error, and you will be asked to contact DEAR Customer Support.

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