Product: QuickBooks Online

Article Link: http://help.truecommerce.com/en/articles/9415927-quickbooks-online-creating-an-estimate

An Estimate within QuickBooks Online represents an inbound Purchase Order (850) sent from your Trading Partner and in return is used to generate Warehouse Shipping Orders (940) for your Warehouse/Third-Party Logistics company.

By default - Transaction Manager will generate Invoices when exporting a Purchase Order (850). You will need to be sure to configure it to generate an Estimate instead.

Whenever you receive an inbound Purchase Order (850) from your Trading Partner it will show up within your Inbox inside of the Transactions section of Transaction Manager

You can select the transaction within the Inbox and use the Export button to initiate the action to push the selected transactions to QuickBooks Online in order to create the Estimate.

Navigate: Transactions → Inbox

Select: Transactions to Export

Select: Export

Any successfully exported Purchase Order will create an Estimate inside of QuickBooks Online, and be moved to the Received folder where you can revisit it if needed.

You can view the Document # generated within QuickBooks Online by checking the Integration Activity of Transaction Manager to easily locate this Estimate within QuickBooks Online.

Navigate: System Activity → Integration Activity

View: Document #

You can find your newly created Estimate within QuickBooks Online under the Sales module

Navigate: Sales → Estimate

rev 6/3/2024