Skip to main content

QuickBooks inventory sync is here

Your QuickBooks item list and your MonuDesk inventory now keep each other up to date, plus upgrades across payments and billing.

🔄 Import your inventory from QuickBooks

Open Inventory and hit Import from QuickBooks. It runs on the server, so you can close the tab and come back, and finishes with a summary plus a CSV of how every row was matched.

Every shop names items its own way — 0-2x0-2x0-2 Academy Black Bevel, Bevel - Academy Black, 2*2*2. MonuDesk tries the safe signals first (already linked, SKU, exact name), then matches on attributes. Size is a hard gate: two items of different sizes never match, however alike the names look.

What the AI does. For the leftovers, it gets the item's name and description and nothing else — no prices, no customers — and maps those words to category, piece type, shape, color and size. It does not decide what matches; the rules above do. Anything uncertain is held in a Review now queue with confidence scores, and no inventory row is created until you approve it.

Going the other way is automatic: edit a price or pull a stone and it pushes back. Quantity is reconciled as a difference, never an overwrite, so a delivery entered in QuickBooks won't wipe the stock you deducted this morning. On/off is Settings → Integrations → QuickBooks, per office.

The rest of the update

  • "I already entered this in QuickBooks" — a new checkbox that counts the payment but keeps it out of the sync

  • Stop quotes reaching QuickBooks — a new Sync Quotes switch, so only confirmed orders create one

  • Recording a card payment by hand points out MonuPay could have run it

  • A deleted payment is recorded on the Activity Timeline, instead of money vanishing unexplained

  • Different prices per location for a custom line item — leave one blank and it inherits the master price

  • Start a 7-day Pro trial yourself from Settings → Billing

  • Three billing fixes — the Monthly/Annual toggle stays put when a switch is scheduled, "next charge" shows the real renewal amount, and the lockout screen names the actual reason

Open app.monudesk.com and hit Import from QuickBooks.