This article will help you prepare your settings for Vendor Orders within the Accounting Connector.
1. Import Vendor Orders Dated On Or After: Here, you would select the date you want to go live. For example if you select January 16, 2023, any Vendor Orders in the system before that date will not transfer over to QuickBooks Online. Of course you can always come back to this page to change move this date backwards or forwards.
2. Import Vendors with Vendor Orders Only: If this is checked off, it means the Connector will only move the Vendors from ServiceBox to QuickBooks Online when there is a Vendor Order associated with them.
3. Accounts Payable for Purchase Order: When ordering from a supplier, the amount you owe goes into "Accounts Payable". This dropdown field exists in case you have more than one "Accounts Payable" account and need to specify which it should be credited to.
4. Vendor Order Status for QuickBooks Online Purchase Orders: Here you would check off the status for which you would like ServiceBox to download the Vendor Order into QuickBooks Online as a Purchase Order. You must check off both the "Sent" and "Received" Status to have the Receipt/Bill created for the same in QuickBooks Online.
5. Vendor Order Status for QuickBooks Online Bills: Here you check off the status "Received" to ensure the Connector moves this Vendor Order over to Quickbooks as a Bill/Receipt.
