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QuickBooks Online Request

It would be great if the Salesperson and Customer PO that we input here in Quotewerks on an order would carry over when exporting to QB.

 

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3 CommentsSorted by Oldest First

Hi Giusseppe,


QuickBooks Online doesn't have these fields as standard.  As long as you are not using QBO Advanced, you can use one of the three Custom Fields available in QuickBooks Online for these values to go over to, and then you can map the fields from QuoteWerks 

https://www.quotewerks.com/helpfilelatest/qwhelp.htm?qbocustomfieldssubtab.htm


Note:  QuickBooks Online Advanced allows you to have more than three custom fields HOWEVER the QuickBooks Online API doesn't support these additional custom fields so the linking only works currently for QBO versions of Simple Start, Essentials, Plus

I am using QB online plus and I have created the fields in QB

 

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