Product(s): Transaction Manager, Foundry Platform, Integrations
Article link: https://help.truecommerce.com/en/articles/7182838-transaction-manager-invoice-vs-sales-order-export-to-quickbooks
To export a Purchase Order (PO) to create an Invoice or Sales Order in QuickBooks, follow these steps:
From the primary navigation menu within the TrueCommerce Foundry platform, select Transaction Manager:
2. From within Transaction Manager, click Business System:
β
3. On the Business System Setup page, locate your company name (listed above your IDs) and select it:
β
4.. On the next screen, select Company Configuration > Integration Options from the action bar:
β
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.