Pushing to QuickBooks
A completed Sales Order can be pushed to QuickBooks Online as an Invoice, allowing the use of Book's invoicing system, and prevent the need to manually create Invoice's for your account based sales in QuickBooks.
Brew Ninja Sales Order and QuickBooks (QBO) Invoice Relationship
| Brew Ninja - Sales Order |
QuickBooks - Invoice |
Notes |
|---|---|---|
| Name |
Name |
|
| Date of delivery |
Date |
If the Sales Order has no delivery date, approval date will be used instead. |
| Reference Number |
Sales order number with the prefex replaced with INV |
So SO-1234-BN would become invoice INV-1234-BN. This way it is obvious which system the invoice was generated in when looking at your invoices in QuickBooks. |
| Notes |
Internal Note |
|
| Sales Terms |
Sales Terms |
|
| Customer |
Customer |
|
| Location of Business Partner |
Department |
|
| Class of Customer |
Classification |
|
| Billing Contact of Customer |
Email To |
If a billing Contact is defined for the customer, then their email address will be placed in this field. |
Configuration
For further information on configuration how QBO works with Sales Order, see the QuickBooks Configuration guide.
For further information on setting up your Customers, see the Business Partner Details article.