Product: QuickBooks Enterprise
You can configure your QuickBooks Enterprise integration to generate an Invoice, Sales Order, Sales Receipt, or an Estimate.
By default an Invoice is generated.
Invoice on Export
The default export for your QuickBooks Enterprise integration solution will generate an Invoice within QuickBooks Enterprise anytime you export out an Inbound Purchase Order (850). This option is automatically triggered when your Sales Order Creation on Export (see below) option is turned off, and your Export PO As is set to blank or Invoice
Note: If you do not have the Export PO As option the system will default to Invoice
Mapping Manager
If you have access to Mapping Manager you will want to modify the Purchase Order export definition when using the Invoice creation method.
InvoiceAddRq
Be sure to make changes to your InvoiceAddRq row for any header information
Sales Order on Export
By default whenever you export out an Inbound Purchase Order (850) from a Trading Partner you will create an Invoice within QuickBooks. You can adjust the system to creating a Sales Order by turning on the Sales Order Creation option within your Integration Options
Navigate: Business System Settings → (Company Name) → Company Configuration → Integration Options
Enable: Sales Order Creation on Export
Mapping Manager
If you're using Mapping Manger - you'll want to use the Sales Order export definition for any changes
Sales Receipt
You can also use the Export PO As option set to Sales Receipt to generate a Sales Receipt Instead
Note: Sales Order Creation on Export must be turned off for this to take affect
Navigate: Business System Settings → (Company) → Company Preferences → Integration Options
Set: Export PO As to Sales Receipt
Mapping Manager
If you have access to Mapping Manager you will want to modify the Purchase Order export definition when using the Invoice creation method.
SalesReceiptAddRq
Be sure to make your changes under the SalesReceiptAddRq row for any header info
Estimate
Alternatively you can set the Export PO As to Estimate to generate an Estimate inside QuickBooks Enterprise instead.
Note: Sales Order Creation on Export must be turned off for this to take affect
Navigate: Business System Settings → (Company) → Company Preferences → Integration Options
Set: Export PO As to Estimate
Mapping Manager
If you have access to Mapping Manager you will want to modify the Purchase Order export definition when using the Invoice creation method.
EstimateAddRq
be sure to make changes under the EstimateAddRq for any header information
rev 3/16/2023