Product: QuickBooks Online
Article Link: https://help.truecommerce.com/en/articles/16903814-quickbooks-online-integration-settings
Your Integration Settings (sometimes referred to as Framework Settings) allow you t configure how your Integration between Transaction Manager and QuickBooks Online performs various operations while processing your EDI Transactions - such as enforcing a Price Verification or preventing Duplicate Purchase Orders from Exporting into QuickBooks.
Understanding each setting helps ensure your integration behaves exactly as your business requires — from how items and customers are matched, to how pricing is verified, to how document numbers are assigned. Settings can be configured at the company (global) level or overridden at the individual Trading Partner level when Use Partner Level Settings is enabled
Note: Enabling Use Partner Level Settings on a Trading Partner will override ALL company-level settings for that transaction type. Be sure to mirror any global settings you wish to retain when enabling it at the partner level.
Integration Settings
The Business System Framework Settings define how transactions are handled at the company level when the Configuration, Item, Address, and Transaction framework settings are applied.
Configuration Settings
Setting | Description & Behavior |
AutoSelection | When enabled, all transactions that meet the import search criteria will automatically be imported into Transaction Manager without requiring manual selection. |
UseUserConfiguration | When enabled, transactions can be exported and imported simultaneously, allowing concurrent user actions. |
PriceVerification | Controls how pricing is validated between the inbound Electronic Data Interchange (EDI) transaction and QuickBooks Online. Options include:
• Blank — No price verification is performed. Determined on an individual trading partner basis.
• Assign the QuickBooks Unit Price — The price stored in QuickBooks Online is assigned to the transaction.
• Assign the EDI Unit Price (Warning) — The price present on the Purchase Order (850) is used. A warning is displayed in Transaction Manager when the unit price differs between QuickBooks Online and the EDI transaction.
• Validate EDI/QB Price (Error if Different) — The transaction will not import into QuickBooks Online if the prices differ. An error message will display in Transaction Manager. |
NextDocNo | Controls document number assignment for exported transactions:
• Empty checkbox selected — Document numbers come from QuickBooks Online. Transactions are not assigned document numbers when exported. Clear the Empty checkbox to use Transaction Manager numbering instead.
• Prefix checkbox selected — A prefix can be added to document numbers generated by Transaction Manager. Enter 1 to 3 alphanumeric characters. Default prefix is "EDI".
• Number Field — Enter the value for the next transaction to be exported from Transaction Manager. |
OAuth | Used to establish a user session with QuickBooks Online. Due to its control type (QuickBooksOnLineAuthorization), this setting is not visible to the end user and is managed internally. |
Batching | Sets how many transactions can be imported into or exported from Transaction Manager at one time. It is recommended to batch 50 transactions or fewer for best performance. |
DocTypeCreationOnPOExport | Determines the document type created in QuickBooks Online when a Purchase Order (850) is exported from Transaction Manager. Values: Estimate | Invoice | Sales Receipt |
EnableCustomerCreationOnExport | When enabled, allows new customer records to be automatically created in QuickBooks Online during an export if no matching customer is found. |
CustomerVerificationonExport | Sets the criteria used to match or verify customers in QuickBooks Online during export. Values: First Name, Last Name, Email | First Name, Last Name, Phone | Last Name, Email | First Name, Last Name | Customer Name |
DupDocNum | Controls behavior when a duplicate document number is detected. Values: Error on Duplicate Document Number | Update on Duplicate Document Number |
Allowovership | When enabled, invoices can be overshipped (shipped with a quantity exceeding the ordered amount). Disabled by default. |
IncludeComponent | When enabled, bundle items and their individual component items will be imported. When disabled, only the bundle (parent) item will be imported. |
UsePartnerLevelSettings | Must be checked to use any other partner-level settings. When enabled at the Trading Partner level, this overrides all company-level settings for that transaction type. |
AllowCreationofStandAloneBills | Controls behavior when no valid Purchase Order Number is present on an inbound bill: |
UnitCostVerification | Controls cost verification for inbound bills. Values: Assign the EDI Unit Cost (Warning) | Assign the QBO Unit Cost | Validate EDI/QBO Cost (Error if Different) |
Transaction Framework Settings
Setting | Description & Behavior |
DocumentType | Filters transactions by document type. Values: Invoice | Estimate | Credit Memo | Purchase Order |
DocStatus | Filters transactions by their current status. Values: All | Accepted | Pending | Closed | Rejected | Unapplied | Open |
DocumentDate | Filters transactions by a document date range using a DateRange control. |
DocumentNumber | Filters transactions by document number using a text range input. |
MatchName | Filters transactions by Customer Number or Account ID using a text filter input. |
TxnStatus | Filters transactions by their Transaction Manager status using the TransactionStatus control. |
ShipDate | Filters transactions by ship date. Values: All | Today | Tomorrow | Today and Tomorrow | This Week | Range |
ShipVia | Enter the desired ship method in the free-text field to filter or assign a shipping carrier to transactions. |
ShipDateRange | Enter a From/To date range for the Ship Date in mm/dd/yyyy format, or click the calendar icon to select dates. When set, only transactions within the specified date range will be returned in search results. |
ShipAddr | Filters transactions by Ship Address. Select from the text filter drop-down. |
TradingPartner | Multi-select list used to filter transactions by one or more selected Trading Partners. |
ItemTypes | Multi-select filter for item types. Values: All Item Types | Inventory/Stock | NonInventory/NonStock | Service |
InventoryAssetAccount | Enter the inventory asset account name into the free-text field according to the inventory asset definition in QuickBooks Online. The value must match exactly in order to be used as a filter. |
Interval | Pulls items that have changed within the last X number of days. Enter the desired day count in the free-text field. |
InventoryType | Determines the inventory report format. Values: Inventory Report | Catalog |
Trading Partner - Document Settings
Import Definitions define the transactions and options used when importing into Transaction Manager. Export Definitions define the transactions and options used when exporting from Transaction Manager. Both can be configured at the company or partner level.
Invoice Framework Settings (Import Definitions)
Below are a list of settings that are designed specifically for Importing an Outbound Invoice (810) from QuickBooks Online into Transaction Manager to be sent to your Trading Partner
Setting | Description & Behavior |
UsePartnerLevelSettings | Enables partner-level overrides for Invoice settings. Works at both the Partner Level and Company Level. |
IncludeComponent | When enabled, bundle items and their component items are imported with the Invoice. Works at both the Partner Level and Company Level. |
Purchase Order Framework Settings (Export Definitions)
Below are a list of settings that are designed specifically for Exporting a Purchase Order (850) received from your Trading Patner into QuickBooks Online from Transaction Manager
Setting | Description & Behavior |
UsePartnerLevelSettings | Must be checked to use any other Purchase Order export setting. |
DocTypeCreationOnPOExport | Determines the document type created in QuickBooks Online when a Purchase Order is exported. Values: Estimate | Invoice | Sales Receipt |
PriceVerification | Partner-level price verification override. Behaves identically to the company-level PriceVerification setting. Values: Blank | Assign the QuickBooks Unit Price | Assign the EDI Unit Price (Warning) | Validate EDI/QB Price (Error if Different) |
EnableCustomerCreationOnExport | When enabled, allows new customer records to be created in QuickBooks Online on export at the partner level. |
CustomerVerificationonExport | Partner-level customer matching criteria. Behaves identically to the company-level setting. |
DupDocNum | Partner-level duplicate document number handling. Values: Error on Duplicate Document Number | Update on Duplicate Document Number |
NextDocNo | Partner-level document number assignment. Behaves identically to the company-level NextDocNo setting. |
Warehouse Shipping Advice SOI Framework Settings (Export Definitions)
Below are setting designed specifically for exporting an Inbound Warehouse Shipping Advice (945) received from your Trading Partner using the Shipment → Order → Item (SOI) format into QuickBooks Online from Transaction Manager
Setting | Description & Behavior |
UsePartnerLevelSettings | Must be checked to use any other Warehouse Shipping Advice SOI setting. |
IncludeComponent | When enabled, bundle component items are included during the Warehouse Shipping Advice export. |
AllowOvership | When enabled, allows the Warehouse Shipping Advice to be processed even when the shipped quantity exceeds the ordered quantity. |
Warehouse Shipping Advice SOPI Framework Settings (Export Definitions)
Below are setting designed specifically for exporting an Inbound Warehouse Shipping Advice (945) received from your Trading Partner using the Shipment → Order → Pack → Item (SOPI) format into QuickBooks Online from Transaction Manager
Setting | Description & Behavior |
UsePartnerLevelSettings | Must be checked to use any other Warehouse Shipping Advice SOPI setting. |
IncludeComponent | When enabled, components will be checked during the Warehouse Shipping Advice (945) export. Users must also provide the IsCom and FatherId fields at the item level for component items. When disabled, components will not be checked during the 945 export. |
AllowOvership | When enabled, the Warehouse Shipping Advice (945) will export successfully even if it is overshipped based on the Estimate. When disabled, the 945 will fail to export if overshipped. |
Bill Framework Settings (Export Definitions)
Below are settings designed specifically for exporting an Inbound Invoice (810) from your Trading Partner into QuickBooks Online from Transaction Manager
Setting | Description & Behavior |
UsePartnerLevelSettings | Must be checked to use any other Bill setting. |
AllowCreationofStandAloneBills | When there is no Purchase Order Number or an invalid Purchase Order Number is passed into an inbound bill: |
UnitCostVerification | Controls cost verification behavior for inbound Bills. Values: Assign the EDI Unit Cost (Warning) | Assign the QBO Unit Cost | Validate EDI/QBO Cost (Error if Different) |
Additional Resources
rev 09/10/26