At the integration setup stage, you can choose which document to send to the QuickBooks: Purchase order or Invoice.
TABLE OF CONTENTS
- How to import Purchase order to QuickBooks:
- What if you revise, edit the Purchase order?
- What if you need to cancel the Purchase order?
How to import Purchase order to QuickBooks:
the purchase order is sent automatically after approval.
What if you revise, edit the Purchase order?
when the document in revision you can delete, add, edit items, change the Document cost center and changes will appear in the QuickBooks.
If you just edit the Purchase order without revision the changes will no show in QuickBooks.
*note, if you edit the Purchase order in QuickBooks the changes will not import it the Precoro.
What if you need to cancel the Purchase order?
you can cancel the document and it will be removed from QuickBooks.
*note, if you delete a document in QuickBooks, the changes will not show in the Precoro.
Purchase Order # in documents in QuickBooks:
Purchase Order # is displayed in Purchase Orders in QuickBooks.
Note: if you have custom numbering for your Purchase Orders — custom numbers will be displayed in QuickBooks instead of default numbers.