Easy-Commission
Intuit® Apps.com Import Guide
Version 1.0
CellarStone, Inc
www.easy-commission.com
Contents
1. Introduction
2. Import Diagrams
a. Data mapping diagram
b. Conversion flow diagram
3. Sync data using Intuit® Sync Manager
4. Steps involved in Intuit® Apps.com import
a. One time Setup
i. Authenticate Easy-Commission with Intuit® Apps.com account
b. Import Process
i. Initiate Import process from “Import from IAC” page in Easy-Commission
5. Import Statistics
6. Deleting Imported Data
7. FAQ
8. Troubleshooting
9. Unsupported Scenarios
CellarStone, Inc
www.easy-commission.com
1. Introduction
This document helps the user to know the steps involved in bringing their QuickBooks® data from Intuit®
Apps.com (Intuit App Center) account into Easy-Commission. The user has to authenticate Easy-Commission
with his Intuit App Center QuickBooks® account (one time) and bring in the data with single click. The data will
be imported into Easy-Commission.
2. Import Diagrams
a) Data Mapping Diagram
- Easy-Commission is importing Reps, Invoices, Credit Memos, Customers, Vendors, Classes and Items
from QuickBooks® IAC account. Imported Invoices and Credit Memos will be converted as transactions.
Easy-Commission integration with QuickBooks® IAC
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b) Conversion Flow Diagram
Based on the option chosen in the Easy-Commission Import page, Import process will import invoices to EasyCommission and convert those to transactions.
Import options:
New Invoices >> Imports the invoices with invoice date within current period and converts the imported
invoices to transactions.
Paid Invoices >> Imports the fully paid invoices (considers only Receive Payments) that got paid in current
period and converts the imported invoices to transactions.
Easy-Commission integration with QuickBooks® IAC
CellarStone, Inc
www.easy-commission.com
3. Sync data with Intuit® Sync Manager
Intuit Sync Manager is securely uploads your QuickBooks company file data and downloads the changes
made to this data in any of the online applications, thereby keeping the data ‘in sync’. Intuit Sync Manager
synchronizes your QuickBooks company file data with Intuit online services and third-party developed applications
that you may subscribe to. To make it easier for you to use these connected services, Intuit Sync Manager is
installed when you install QuickBooks and it cannot be uninstalled separate from QuickBooks, however it will not
sync your file unless you set it up to do so.
More information on Intuit Sync Manager http://support.quickbooks.intuit.com/support/articles/INF12748
a) Setup Sync Manager
Follow the steps to setup Intuit Sync Manager. This is a onetime setup.
1) Open the QuickBooks company file which needs to be imported into Easy-Commission.
2) Under “File” menu OR “Online Solutions”
Click on “Set Up Intuit Sync Manager” option as shown below.
Latest versions of QuickBooks 13.0, 14.0
For QuickBooks version 12.0 and older
3) The Intuit account login page will be shown. Provide the credentials and click on “Sign In & Sync”
button.
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4) The company file will start syncing and once completed it will show the status message in the system
tray and “Sync Manager” will show “Sync Complete!” message. Now the QuickBooks data is uploaded
to Intuit servers successfully. During import process these data will be imported into Easy-Commission.
The Sync Manager utility will be available in the system tray and it can be restored by double clicking on it.
Note: The Sync Manager upload will be automatically scheduled by QuickBooks. Either on-demand or schedule the
data can be uploaded. Before every import process it is recommended to do the data sync.
Clicking on “Options”  “Show Details” menu will show the full detail list of QuickBooks company files in Sync
Manager.
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The Sync Manager will automatically upload the data for every 1 hour (default time). You can modify the sync timing
by clicking on “Options”  “Automatic Sync Options” will open the following window and you can set the timings.
Need to click on “Save” button once the change is done.
CellarStone, Inc
www.easy-commission.com
4. Steps involved in Intuit Apps.com import
a) One time setup
This step is not required if QuickBooks® is already connected via Intuit® Apps.com registration.
i)
Authenticate Easy-Commission with Intuit® Apps.com account:
Before proceeding with Import process, Easy-Commission needs to be authenticated with Intuit® Apps.com
QuickBooks® account.
Click on the “Connect To QuickBooks” button available in the import from IAC page. A new page will be
opened and it will be asking for the Intuit Apps.com account credentials. These pages are provided by Intuit® as part
of authentication with Intuit Apps.com account.
CellarStone, Inc
www.easy-commission.com
Provide the Intuit® Apps.com credentials (if it asks) and proceed. A dialog will show the QuickBooks® Company files
list and choose one of them and click “Continue” button. The next page will show up about the authorization
information. Click on the “Authorize” button to proceed.
Once authorization process is over, the page got refreshed and it will show the Intuit® “Blue Dot” button and
“Disconnect” button.
b) Starting import process:
The import from IAC page is providing the following import options.
The import options are,
>> New Invoices  This option will import all of the invoices that are invoiced in current period.
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>> Paid Invoices  This option will import all of the invoices that got paid in current period.
After clicking on the “Import Data” button, the import process will start bring in the authenticated QuickBooks ® data
to the Easy-Commission Account. The import process will take few minutes to complete. Once the process is
completed it will open up the statistics page.
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5. Import Statistics
Once the QuickBooks® import is done, imported records statistics will be shown in the Easy-Commission
IAC import page. To view the statistics,
1) Open the Payout Process Import Import from IAC page in Easy-Commission. Click on the
"Import Statistics" button to view the statistics.
2)
The import statistics page contains the information about number of Reps, Customers, Vendors, Items,
Invoices, and Credit Memos that have been imported from QuickBooks® Apps.com account, number of
errors if occurred any and error details.
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www.easy-commission.com
6. Deleting Imported Data
Easy-Commission provides an option to delete the inserted records in the Import process. The option is
available in the QuickBooks Online import statistics page. The delete action will remove all the Reps, Invoices,
Customers, Vendors, Classes, Items, Credit Memos and Transactions which got inserted in that import run.
1) Delete process will not remove the records that are updated during the QuickBooks® Online import. It
affects only the newly inserted records.
2) It will not delete the manual entries made in Easy-Commission.
3) Once the records are deleted from Easy-Commission, they will not be recovered
After clicking “Delete” button, a confirmation dialog will be displayed. Select “Ok” button to proceed with deletion.
CellarStone, Inc
www.easy-commission.com
7. FAQ
1) How the imported invoices get converted as transaction in Easy-Commission?
Based on the commission payment method that has been chosen in the import page, invoices get converted as
transactions.
If Created/modified invoices means, only current period invoices will get converted as transactions.
If Paid based invoices means, current period paid invoices will get converted.
2) How QuickBooks® Apps.com payments are handled in Easy-Commission?
Easy-Commission supports Receive payments only. Rest of the payment types such as Credit Memo, Deposit
and General Journal are not supported.
3) What happens if Invoice number in QuickBooks® Apps.com is empty?
While importing invoices, if an invoice in QuickBooks ® Online is not having the Invoice number (#) then the
Invoice number will be substituted with "[Unknown]". When the invoice number is updated in QuickBooks ®
Online it will be populated to Easy-Commission in the re-import process.
4) Will Easy-Commission calculates Gross Profit?
Yes. Easy-Commission calculates Gross Profit for the imported invoices using the formula Sales Amount - Cost
where Cost = Quantity * Unit Cost of Item. Easy-Commission does not look at other cost data such as Purchase
Orders or Bills.
5) Will Easy-Commission import invoice lines which do not have item name/quantity?
Yes. If the invoice is missing item and quantity, Easy-Commission will still import that line. But if the invoice line
has all these fields as blanks (Item, quantity, price and amount), then the line will be ignored.
6) How do I delete the invoices that got imported wrongly?
Easy-Commission provides a specific “Delete” functionality which will delete all the inserted invoices, reps,
customers, vendors and items. The “Delete” option will be available in the import statistics page. Caution: only
new "inserted" records will be deleted; records that had their values updated, will not be reversed back to their
original values.
7) Will closed transactions in Easy-Commission get updated in Import process?
No, closed transactions will not be updated during the Import process. Transactions in Easy-Commission are
'Closed' after commissions are calculated and the commission period is closed out
8) Can I import from multiple QuickBooks® Apps.com company files?
Yes. But before importing of data from different QuickBooks® companies, it needs to be authenticated and its
one time setup.
9) Did Easy-Commission import my Credit card and other personal information from QuickBooks ®
Apps.com?
No. Easy-Commission doesn’t import any of the personal information such as credit cards, Social Security
Number.
10) Does Import process bring the Country information from QuickBooks® Apps.com?
Yes. Easy-Commission import the country names from QuickBooks® based on the country name matching. If
QuickBooks® country name matches with Easy-Commission country name then its corresponding code will be
updated and shown in the customer page.
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www.easy-commission.com
8. Troubleshooting
Error
Code
Issue/Question
Cause
Solution
Unable to retrieve data from
QuickBooks® Apps.com. Please
Contact Easy-Commission support.
Import from IAC is failed
due to Session ticket
failure.
Please contact EasyCommission support.
9. Unsupported Scenarios
Currently, Easy-Commission does not support the below scenarios.
i) While importing invoices, Easy-Commission doesn't support Adjustments (prior period invoices get modified in
current period, etc.), Voiding of invoices.
ii) While fetching Paid invoices, Easy-Commission doesn't consider payments happened through Credit memo,
Deposit and Journal payments.
iii) Data from other objects such as Sales order, Bills, Estimates, Checks, Purchase Orders, Sales Receipts data
are not imported to Easy-Commission.
iv) Invoice paid by setting up discounts are not handled.
CellarStone, Inc
www.easy-commission.com