Product: QuickBooks Enterprise

Article Link: http://help.truecommerce.com/en/articles/7109423-quickbooks-adding-a-new-trading-partner

If you haven't already, you will need to contact your Account Manager for any new Trading Partners with which you don't already have an established connection for within Transaction Manager.

During this process you will be assigned an Implementation/Add-On Specialist who will assist you. Unsure of who they are? Check out this article.

However, once that initial connection is ready, the best way to get things moving is to be prepared. While not every new connection is straightforward, almost all of them will need the basic setup steps, provided below. This article will not only help you prepare, but also provide you with the full means to move things along and set up a partner on your own time.

You'll need to make sure you have a new Customer within QuickBooks Enterprise before you're able to integrate anything with Transaction Manager.

Navigate: Customers → Customer Center

Create: New Customer (or Job)

Payment Terms

Sales Tax
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You'll need to add your QuickBooks Enterprise Customer into Transaction Manager's Partner List in order to link the Customer Record with your Partner's EDI account.

To do this you can either enter the Customer/Job name directly or use the Sync button within the Partner List to ensure you've setup the correct ID in the proper format.

Navigate: Trading Partners → (Partner) → Translations → Partner List

Select: Sync

You'll also need to setup any Item Codes being sent from your Trading Partner so that they are properly converted into QuickBook Enterprise item codes in order for things to link up properly when you begin receiving orders.

You'll need to be sure to set the Primary Item Field for your Trading Partner

Navigate: Trading Partners → (Partner) → Translations → Item Catalog

Select: Sync

rev 3/14/2022