In this case, every item of the Purchase Order or Invoice will be assigned to one account in QuickBooks, and the transactions will be created against categories.
You need to select one of the accounts at the item level in every new Purchase Order or Invoice. This option will outline the expense head for the item.
- Case 2. You have a 'Products and services catalog' and or tracking Inventory in QuickBooks.
In this case, your QuickBooks transactions should be created against the QuickBooks catalog, types of items (e.g., Inventory/ Service /Non-inventory items), and correspondent Chart of accounts.
The Chart of Accounts will be assigned to the items against the QuickBooks catalog when sending the Purchase Order or Invoice.
Even so, you will need to select one of the accounts in Precoro for the synced items to outline the expense head.
- In this case, you will need to import a catalog from QuickBooks and sync with Precoro. Other items you can add at the document level as empty rows.Any way, integrated items will be sent as items, and empty rows will be sent as a category.
How the category expenses and items will look in QuickBooks: