As you're mapping the Gather Product Categories to the QBO Accounts, you may see an additional pop-up window that prompts you to specify how you want products to sync. Learn more about the QuickBooks Integration.
This Product Naming Wizard will appear when you have same-named products within the same Product Category. Two common instances of same-named products are when you have multiple locations in Gather that share a GPL, or when merchandise with multiple variants is listed with the same product name.
Step 1
This is a notice that these products need your review and approval before they're synced into QBO.
Consider this before proceeding through the following steps, whether you want each product listed as a separate entity in QuickBooks for detailed tracking or combined as a single product. Make this decision based on your accounting. If you are unsure, consult your accountant.
Step 2
You'll see the group count of products you will be reviewing and why these were surfaced by the Product Naming Wizard. Keep in mind that products with different taxability settings (taxable/non-taxable) cannot be linked as identical QBO items.
Step 3
These may be separate products due to their differing taxability settings. Make sure you work through all of the products to finish the mappings successfully.
If these are different products, update the product name directly in the right column of the pop-up. The pencil on the left opens the Edit Product window to edit the name or other product details. Press Enter or use the green checkmark to save the new name! Once all products within the group have unique names, click the 'Accept new product names' button to move to the next step.
If these are the same products, update the product names if needed. Select 'These are the same product' to set the group's taxability and confirm that these products will be grouped and represented as a single item in QBO. The pencil icon can also be used to update an individual product's taxability setting.
After linking, they will be treated as identical, with the details of the most recently synced product appearing in the QBO item.
Step 4
This is an approval step for the previous changes. These renamed items will be updated throughout Gather, internally and family-facing. Proceed to step 5, or return to step 3 to make any adjustments.
Step 5
These products have the same taxability setting, so they may be variations of the same product. By default, these products will be linked together.
Step 6
If these are the same products, select 'Confirm & sync.'
If these are different products, use the'Unlink' button or the pencil icon to save the product with a unique name. If the product list hasn't changed, click the curled arrow at the top-right of the pop-up window to refresh the list.
Step 7
Close the Product Naming Wizard and enjoy the confetti!
If your Gather group doesn't have same-named products within a product category, you'll see a condensed 3-step Product Naming Wizard.
Need More Support With Gather's QuickBooks Integration
If you need technical assistance or support with the QBO integration, please call our team at (208) 908-0488 or email help@gather.app.