Want only some of your QuickBooks Online items to be sent to CrikSales? You can specify which specific items should go to CrikSales. Here's how:

1. Go to the Crik-IT/QuickBooks Config Menu
2. Choose the option that best suits your needs. Not sure? Contact us at support@crik-it.com 
3. Do a full Item Sync from within CrikSales. 

Note: If you are using Crik-IT's Bundle Item feature, please see these important notes.

Crik-IT/QuickBooks Config Menu

Log in to CrikSales as an admin and go to the Tools tab. There, click Crik-IT/ QuickBooks Config Menu.

Then, choose Item Configuration.

Options 

If you want all your QuickBooks online products to show in CrikSales, select "All items should show in Crik-IT".

If your QuickBooks Online system is configured to allow you to specify that you "sell this product/service to my customers", you can tell CrikSales to only bring over the products with that checkbox checked by selecting the "Only items that you sell to customers should show in Crik-IT" option.  

If you want to be more selective, you can tell CrikSales to only bring items from QuickBooks if you have typed "ItemToCrikIT" somewhere in the 'Description on purchase forms' area (see purple outlined area in screenshot at the bottom of this page). To do this choose the third option in the screenshot above.

Another option is to tell CrikSales to only bring over those items with "To-Portal" entered in the SKU field for the QuickBooks product (SKU is the orange outlined area in the screenshot at the bottom of this page).

If you only have a few items that should NOT go to CrikSales, choose the fifth option in the screenshot above.  Then, you need to tell Crik-IT to only bring items that either:

• do NOT have "DoNotSendToCrik-IT" somewhere in the 'Description on purchase forms' area (see purple outlined area in screenshot at the bottom of this page), OR
• do NOT have "No-Portal" somewhere in the SKU field (see orange outlined area in screenshot at the bottom of this page).  

Finally, if you want Services to be sent to CrikSales (subject to the selections you made above), make sure you turn on the Services checkbox in the screenshot above.

When you have finished making your selections, make sure you click the Save button at the bottom of the page.

Make sure you have made the appropriate changes to your QuickBooks Online items, based on the selection you made above.

This image shows the possible option in QuickBooks:

Full Item Sync

If you have already done your initial data sync, after changing any of these options, go to Sync Your Data. 

Then select "Let me choose what to sync", then "Sync Item Data".

When the sync finishes, return to the Configuration Menu, then click the Return to Crik-IT/CrikSales link at the top of the configuration menu page.

Important Notes on Bundle Item Sync

• If you are using Crik-IT's Bundle Items feature, you need to be aware of these factors:
  • If you are bringing over only those items that you mark as "We sell this item" in QuickBooks Online, ALL bundle items will be brought over to Crik-IT.  This is because it is not possible in QuickBooks to mark a bundle item as an item that you sell, so we bring all bundle items over.
  • If you are bringing over items based on "ItemToCrikIT" or "DoNotSendToCrik-IT" being in the QuickBooks product purchase description, ALL bundle items will be brought over to Crik-IT.  This is because there is no Purchase Description for bundle items in QuickBooks, so we bring all bundle items over.
  • If you are bringing over items based on "To-Portal" or "No-Portal" being somewhere in the SKU field, Crik-IT will pull over only the bundle items that meet your criteria.  We are able to do this because bundle items DO have an SKU field available in QuickBooks (if you are using that feature).