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[Mike Griggs]

By default, when you export orders to QuickBooks, SuperManager will create products "On the Fly", meaning if it needs an item that is not existent in QuickBooks, it will create it in the middle of exporting orders.

If you already have QuickBooks items and you want SuperManager to use them, it will do so as long as they are named exactly SuperManager's product/item code.  For items with options and if you have variants created for your products, SuperManager expects them to be the product code as a parent item, then the option name as a sub-item.

If you have existing items you want SuperManager to use, but they are not named this way, you can still use them, but this requires you to map the products/variants to their QuickBooks counterpart.  This can be done in one of several ways:

Manually through the SuperManager

• Click "View->Products"
• Double-Click on a specific Product to open the Product Details Dialog
• If you want SuperManager to export using the same QuickBooks item for all option combinations, click the "Add..." button at the bottom left and then choose "Default" from the list
• If you want SuperManager to export using different QuickBooks items for each option combination, click the "Create All" button at the bottom left to create the product variant
• Select the product variant to map in the list
• You can try clicking the "Lookup Item" button.  This will make SuperManager query QuickBooks for items with similar names or descriptions as the item you are working on.  You may need to select the correct item from a list of close matches.
• Enter the Alternative Item code in the text box at the bottom right of the dialog window.

Note that if you are mapping to an item that is a sub-item of a parent item, you should enter it in the format, "Parent-Item:Sub-Item".  For example, if you product code is listed in SuperManager as "Widget A" and your item is listed in QuickBooks as item "Widget A" in Category "Plant Widgets" then you will need to enter the Alternative Product Code in the SuperManager as "Plant Widgets:Widget A" to ensure the order exports to the SuperManager is successful.

Using Excel to Match Items
1. First setup the export and import formats by downloading the settings file to your computer,
http://www.thesupermanager.com/download/smx/qb_product.smx. 
    a. Next, click "View->Program Settings" and then click the "Import SMX" button and import the settings file that you just downloaded. 
    b. The Export format "QB Product Export" and Import format "QB Product Import" will be added to your SuperManager settings file.

2. Click "View->Products" and then select the products that need to be matched.  Note that you can use ctrl-A to select all your displayed products in the product list. 
3. Click "Actions->Variations->Create Default" if you need to map all option combinations for each selected product to a single QuickBooks item or "Actions->Variants->Create All" to create all possible variants for your products.  (use this function on products which have less than 3 or 4 possible option values ie color, size, shape, upgrade, shipping priority, etc. Multiple possible options can lead to a very large number of options which may not be valid for that product)
4. Right-click again on the selected list of products and then click "Export->QB Product Export" and save the file to your computer.
5. Import the list of product codes into Excel and enter the appropriate Alternative Code for each SuperManager item that will be exported to QuickBooks. 
6. You can download our excel tool which allows you to query all of your items from QuickBooks to help you with entering the appropriate Alternative code for each product. 
   a. Just download the tool from http://www.thesupermanager.com/download/tools/get_items_from_qb.xls
   b. open it in excel and click the button to get items from QB
   c. Click the "Data" worksheet to view the items.

7. After you have added all of the Alternative codes, save the Excel sheet to a CSV file.
8. In the SuperManager, click "File->Import->QB Product Import" and select the CSV file.

Please contact customer support at info@thesupermanager.com if you have any further comments or questions about this process.