This article will help you prepare the settings for Vendor Orders within the Connector program.
1. Import Vendor Orders Dated On Or After: Here, you would select the date from which you want all Orders transferred. For example, if you select December 16, 2023, any Vendor Orders in the system from before that date will not transfer over to your accounting software. Of course you can always come back here and change this date backwards further in the past or forward to the future.
2. Only Import Vendors with Vendor Orders: If this box is checked, the Connector will only move the Vendors from ServiceBox to your accounting software when there's a Vendor Order associated with them.
3. Vendor Order Status for 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" Statuses because only if we have the purchase order downloaded will we have the Receipt/Bill downloaded for the same in QuickBooks Online.
4. Vendor Order Status for Receipts: Here you check off the status "Received" to ensure the Connector moves this Vendor Order over to Quickbooks as a Bill/Receipt.
