Topic: Quickbooks + MiniMRP best practice
|By: Dorel||Posted on: Mar 1 2020 at 10:49:02 AM|
It seems that MiniMRP would do what I need as a one-person "company" but I am using Quickbooks for financial reasons (bank accounts, credit cards, tracking expenses not directly related to manufacturing costs, income from consulting, etc) that don't involve inventory.
How would I work with both of them?
There is a minimum amount of information that needs to be sent from one to the other obviously but how can one keep the double data entry to the minimum?
Is there some info on the best practice?
I would really appreciate any feedback on how you guys do it, which would help me to decide if I can use MiniMRP.
I did a search on the topic, but I could not find an answer, so I apologize if this has already been answered before.
|By: Support||Posted on: Mar 3 2020 at 04:09:29 AM|
|We've never used or even looked at Quick-Books so can't say for certain - but some people asked us to allow Customer orders and Purchase order to be exported to CSV. They seemed to be saying that quick books and some other accounts programs can then import that CSV.|
So, when looking at a customer order (or PO) you see a green [X] Excel button at the right side of the window. Click that to export the rows of the order to CSV. This only exports the item rows of the order - now the customer/supplier data or order numbers etc. So may you still need to create an order in your accounts package and then import the rows. probably not much benefot if the order just had one or two rows but if there were many row then it might save a bit of work.
Let m know if that helps
Anyone else with ideas/suggestions please post here. Thanks
|By: Support||Posted on: Mar 3 2020 at 04:11:42 AM|
|I meant to say that it does NOT export the customer/supplier data - just the rows from the order. Apparantly it's easier to import that way? |
|By: Dorel||Posted on: Mar 7 2020 at 06:12:34 PM|
|Thank you for your answer. Yes, Quickbooks can import info from CSV files but you are right that for a few lines it may be just easier to create the order from scratch. The CSV file may need to be changed in order to have the proper headers. |
I would still like to hear from someone that has experience with this, if possible.
|By: Guest||Posted on: Mar 16 2020 at 05:25:20 PM|
|I also use both QB and minimrp. The approach I use really only works because I do not invoice form either system, I sell most of my products through a e-commerce site. The only exception is the consulting side of my business. In this case I use QB for customers orders and invoicing. I do not load specific customers product orders into QB or minimrp. In QB I record sales by dollar value and a category (retail, wholesale, MSRP). I use two bank accounts one, a "Merchant Account" which dollars flow into and a "Business" that dollars flow out of. In QB when I receive funds in the Merchant account I transfer those funds into the Business account and code them into the correct sales category. In minimrp I also load customer orders in a generic sense (specific orders but generic customer) just related by an order ID from the e-commerce site. All other "Factory" financials (Inventory, COGS, WIP) are calculated monthly (inventory is done quarterly) and fed into QB to maintain the books for the whole business. This approach allows me to minimize double entries and keep financials and inventory in control.|
|By: Guest||Posted on: Mar 16 2020 at 05:32:44 PM|
|Also, material purchases. POs are cut in minimrp. In QB I create a bill related by the purchase order number and assign the correct QB account for the purchase. In this way inventory is valued in QB and every quarter when inventory is done the two systems get balanced. |
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