Transaction Manager: Invoice versus Sales Order Export to QuickBooks

Need to export a Purchase Order to create an Invoice or Sales Order in QuickBooks? To be in the know, read on!

Sean Foley avatar
Written by Sean Foley
Updated over a week ago

Product(s): Transaction Manager, Foundry Platform, Integrations

To export a Purchase Order (PO) to create an Invoice or Sales Order in QuickBooks, follow these steps:

  1. From the primary navigation menu within the TrueCommerce Foundry platform, select Transaction Manager:

2. From within Transaction Manager, click Business System:
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3. On the Business System Setup page, locate your company name (listed above your IDs) and select it:
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4.. On the next screen, select Company Configuration > Integration Options from the action bar:
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5. On the Integration Options page, locate Sales Order Creation on Export.

  • If the setting is Enabled, a sales order will be created on export.

  • If the setting is not enabled, an Invoice will be created on export.

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