Product: QuickBooks Online

Article Link: http://help.truecommerce.com/en/articles/9415770-quickbooks-online-configuring-duplicate-document-checking

Setting: Duplicate Doc Num

You can prevent duplicate documents within QuickBooks Online from showing up whenever exporting a Purchase Order (850) by enabling the Error on Duplicate Document Number option or configuring it to Update on Duplicate Document Number if you prefer it to update the existing matching document

You can enable Duplicate Errors within Transaction Manager that will prevent the Purchase Order from creating any new Estimates / Sales Receipt if the Purchase Order Number has already been received previously into QuickBooks Online.

Navigate: Business System → Company Configuration → Integration Options

Locate: Duplicate Doc Num

Set: Error on Duplicate Document Number

If a Duplicate Purchase Order # was detected - Transaction Manager will throw an error and prevent the Purchase Order from leaving the Inbox or moving into QuickBooks Online

If you would rather have existing Estimates or Sales Receipts updated rather than having a hard error, you can set the Duplicate Doc Num setting to Update on Duplicate Document Number instead.

This will update the Estimate/Sales Receipt upon export - and send the Purchase Order into the received folder within Transaction Manager.

If you wish to have these settings configured at a per-Partner level you can do so under the Integration Preferences for your Trading Partner settings.

Navigate: Trading Partners → (Partner) → Preferences → Integration

Integration Type: Purchase Order (Export)

Check: Use Partner Level Settings

Set: Duplicate Doc Num

rev 6/3/2024