ParagonSMB | How to export references such as customers and products from ParagonSMB to QuickBooks

How to export references such as customers and products from Paragon to QuickBooks

Introduction

Paragon offers many ways to keep your data in sync with your QuickBooks Online accounts. Exporting your references from Paragon to QuickBooks is one more way to do this and here we will show you how to export them automatically in the future.

Export products

Setting up automatic product export 

Once you have connected to QuickBooks you will need to activate the automatic product export attribute from the QuickBooks setup page. Simply look for QuickBooks in the add-ons card from the settings page. 



From here you can select automatic product export. Click the edit button and make sure this box is ticked for the automatic export of your products.



Creating a product

When you create a product, it is mandatory to fill in these attributes: QuickBooks Name, QuickBooks Company Name, and QuickBooks Status. You will need to fill out each of these to be able to export your products. Once these are filled in you can save and activate your product from the action button.





Once activated you can refresh Paragon by pressing enter in the search bar. You should now be able to see all attributes that have been added and the product now has its own QuickBooks ID.



If you are already signed into QuickBooks, refresh and you will be able to see your newly exported product there as well.



Product export log

Return to the QuickBooks setup page in Paragon and click the log tab. You should be able to see your exported product as the most recent log entry, complete with a Paragon transaction ID and external reference ID (QuickBooks ID).



Exporting customers

Setting up automatic customer export 

Just as we set up automatic product export, you will need to navigate to the QuickBooks setup page and make sure that automatic customer export has been activated. Simply click the edit button and tick the box before saving.




Creating a customer

When you are creating a new customer in Paragon, it is mandatory to fill out these attributes, QuickBooks Company Name and QuickBooks Name. Don't forget to save and activate your new customer to proceed.





You can now refresh Paragon by pressing enter in the search bar. Your new customer should be updated with a QuickBooks ID attribute.



If you are logged into QuickBooks, hit refresh and you will be able to see your newly created customer in the list there as well.



Customer export log

Return to the QuickBooks setup page in Paragon and click log. You should be able to see your new customer entry, complete with a Paragon transaction ID and external reference ID (QuickBooks ID).



Editing a customer in Paragon

Each time you edit and save a customer in Paragon, it updates the customer in QuickBooks. For instance, if you want to edit the terms for your customer, simply click edit, update the terms attribute, and save your changes.





Go back to QuickBooks Online and refresh your customers. You will be able to see your updated customer in the details section.




What's next?

As mentioned, there are several ways to export data from Paragon to QuickBooks Online - check out some of our other articles to help you: 



    • Related Articles

    • How to import products, vendors, and customers from QuickBooks to Paragon

      So you've purchased Paragon for all your ERP needs (good for you!) and you've activated your QuickBooks integration.  Fantastic.  Time to get down to business.  First things first - you need to have all the relevant data from QuickBooks Online to be ...
    • How to export invoices and credits from Paragon to QuickBooks

      Introduction So now that you've imported all the reference data that you need to get started (such as customers, vendors, and products), you are ready to start creating financial transactions in Paragon and have them be automatically exported to the ...
    • How to export purchase orders from Paragon to QuickBooks Online

      Introduction Paragon offers a few ways to export data to QuickBooks Online (to make sure that the integration is working smoothly. To export your purchase orders, there are a few extra requirements you will need to set up in Paragon and QuickBooks ...
    • How to use QuickBooks and Shopify together?

      Introduction With Paragon, you can choose how QuickBooks and Shopify add-ons interact and work with each other.  In this article, we will show you how to set up Paragon, as well as the Shopify and QuickBooks add-ons to manage your sales under a ...
    • How to import transactions from QuickBooks Online into Paragon

      Introduction Once you are up and running and Paragon is connected to your QuickBooks account, your reference data is likely automatically imported in Paragon upon setup (such as customers, vendors, and products). If so, you are ready to start ...