Product: QuickBooks Online
Article Link: http://help.truecommerce.com/en/articles/9436702-quickbooks-online-sales-order-process-overview
The Sales Order Process is an integration that allows Transaction Manager and QuickBooks Online to transfer inbound Purchase Orders (850) and outbound Invoices (810).
Transaction/Document Summary
EDI Transaction | Description |
Inbound Purchase Order (850) | Originating Order received by Trading Partner - creates Invoice/Estimate/Sales Receipt in QuickBooks Online |
Outbound Invoice (810) | Invoice to be paid for items ordered on a Purchase Order - generated by importing Invoices from QuickBooks Online |
The Sales Order Process usually follows the below flow
Purchase Order (850) → Invoice → Invoice (810)
Purchase Order (850)
An inbound Purchase Order (850) is the originating order that will be received by your Trading Partner requesting to purchase goods and services. Each Purchase Order received will show up within Transaction Manager's inbox.
Upon Exporting of these orders they will create Invoice (by default) within QuickBooks Online which will represent the pending order. From there the Purchase Order will be moved from the Inbox to the Received folder for record.
By Default Transaction Manager will generate an Invoice - however it can also create an Estimate or a Sales Receipt within QuickBooks Online instead
Learn how to Export a Purchase Order to Create Invoices
Invoice (810)
After Invoices are received into QuickBooks Online you can import them into Transaction Manager to generate an Invoice (810) to be sent back to your Trading Partner for payment.
Learn how to Import Invoices
Additional Resources
rev 6/6/2024