This article will explain how ServiceBox moves Vendor Orders into QuickBooks Online and creates Purchase Orders and Bills for the same.
We recommend you take a look at this article about Vendor Order accounting settings first, since you have to have the settings configured before you can do the actual sync:
The other helpful article to look at is this one about Vendor Order Settings, which logically should also be finished before you get to the step of actually completing a sync (since you have to be able to make a Vendor Order, before you can send it anywhere): https://support.jobboxsoft.com/en/support/solutions/articles/19000141826-vendor-order-settings
All caught up? Let's move forward with how to do a QBO Vendor Order accounting sync.
How does ServiceBox create a purchase order in QuickBooks Online?
This is defined by the Vendor Order status and settings setup in the accounting tab.
For example if you have your Vendor Order status set to "Sent" and you run the sync, our system will create a Purchase Order for that Supplier in QuickBooks Online. (see below)
How does ServiceBox create a Bill in QuickBooks Online:
This is also affected by the Vendor Order status and settings setup in the accounting tab.
For example if you have Vendor Order status set as "Received" and run the sync, the system will move the purchase order into Quickbooks Online and create a Bill.
Note: If you open the Vendor Order in ServiceBox and click the "Show Links" button in the top right corner,
you'll notice the system creates two separate link types: one for Ordered Items and a second called "Received" (Bills/Receipts).
