Dx5+QBO: Before You Integrate (Read Time: 3 mins)

Things to Know Before You Integrate

We recommend fully reading the manual and any accompanying documentation to make sure that this integration is right for your company. The integration is not customizable in any way. As such, changes to your company’s standard practices or workflows may be expected.

Please Note: Only an administrator for both DISTILL x 5 and QuickBooks Online may enable the integration. 

Dx5 requires that a few accounts (listed below) appear on your QuickBooks Chart of Accounts to properly track your production data. If those accounts already exist, with exact naming, Dx5 will seamlessly link to QuickBooks – if not, the integration will create those accounts in your QuickBooks system.

You may always reassign transactions once they’re in QuickBooks, but if you already have similar accounts to those listed below, it is STRONGLY recommended that those accounts be renamed before integrating.

The integration process creates a one-to-one contact link between Dx5 and QuickBooks for all customers, suppliers, and in-bond recipients. Because duplicates cannot be accommodated, we recommend consolidating any duplicates before integrating.

If a contact exists in Dx5, but not QuickBooks, the integration can create a matching QuickBooks contact. However, if a QuickBooks contact exists without a match in Dx5, we recommend adding that contact to Dx5 before integrating.