Product: QuickBooks Enterprise

Article Link: http://help.truecommerce.com/en/articles/7946983-quickbooks-enterprise-creating-a-invoice

An Invoice can be created in three ways - automatically when receiving a Purchase Order (850) from Transaction Manager, automatically when you receive a Warehouse Shipping Advice (945), or manually (typically from a Sales Order generated by Transaction Manager) within QuickBooks Enterprise.

Whenever you receive a Purchase Order (850) from your Trading Partner it will show up within your Inbox inside of the Transactions section within Transaction Manager. By Exporting it out you can have Transaction Manager automatically create an Invoice for you within QuickBooks Enterprise.

You can select documents within the Inbox and use the Export button to initiate the exporting of the selected transactions to QuickBooks Enterprise to attempt to create a Sales Order from.

Navigate: Transactions → Inbox

Select: Transactions to Export

Select: Export

Once a Purchase Order is exported from Transaction Manager you will find it under your Transactions list for that specific Customer within the Customer Center of QuickBooks Enterprise.

Navigate: Customers → Customer Center

Select: (Customer)

Show: Invoices

You can find a report of the transaction and its resulting Sales Order number within the Integration Activity of Transaction Manager. The Document # represents the Invoice # created within QuickBooks Enterprise.

Navigate: System Activity → Integration Activity

If you need to manually create an Invoice you can do so easily within QuickBooks Enterprise by simply selecting the "Create Invoices" option from the Home Screen.

If you would like to generate an Invoice based on a specific Sales Order from within QuickBooks Enterprise you can use the Create Invoice option within the Main tab of a Sales Order

rev 5/25/2023