QuickBooks Purchase Order

You can decide  at the Integration setup stage which documents to send to QuickBooks: Purchase Orders or Invoices.

To integrate QuickBooks with Precoro, you should have a Plus, Advanced QuickBooks, or Essential subscription. A Simple Start plan does not offer such an option.

The Essential plan allows the integration of Invoices only.


How to Send Purchase Orders to QuickBooks

On the Integrations page, choose the Approved Purchase Order type of document in Step 5. Save the settings, and these documents will be sent automatically after the approval.


You can also send a Purchase Order manually by using the Send to QuickBooks button on the right action panel:


What Data Will Be Sent to QuickBooks

Please note that the discounts applied to the documents or item lines in Precoro will be synchronized with QuickBooks. Therefore, there is no need to modify the Total per line or document in QuickBooks after sending it from Precoro.

Purchase Order # in QuickBooks

The Purchase Order # is displayed in Purchase Orders in QuickBooks.

Please note that if you have custom numbering for your Purchase Orders, custom numbers will be displayed in QuickBooks instead of default numbers.

Revising and Editing a Purchase Order

If you wish to make any alterations to the Purchase Order document or items fields, you need to do the following:

1. Take the document in revision by pressing the Revise button on the right action panel.

2. Make the necessary changes to the document or item fields.

3. Confirm the altered document.

You will see a system message that the changes were successfully sent to QuickBooks, and the information about the update will also be available in the Integration Logs.

If you edit a Purchase Order without revision, the changes will not appear in QuickBooks.

Please note that if you edit a Purchase Order in QuickBooks, the changes will not be sent to Precoro.


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Canceling a Purchase Order

When you cancel a document in Precoro it will be automatically removed from QuickBooks.

Please note that if you delete a document in QuickBooks, the changes will not appear in Precoro.


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