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The contents of each drop down menu will depend on the connected file.įinally, you can use the integration tool to import vendors into QuickBooks.

The discounts received, sales tax paid, and shipping/freight fields can be mapped to sync from the purchase order and inventory order summary section to the connected QuickBooks file. Next, take note of the section for Purchase / Inventory Order settings: If the preference is to update both systems manually, leave this checkmark box unchecked. With this setting selected, if a phone number, description, or contact information is updated in Service Fusion for a vendor, the corresponding change will be synced to QuickBooks. We will first consider the control to 'Update vendor account if it already exists in QuickBooks'. Once the configuration menu has opened, navigate to the Import settings tab. Once this has been installed, open the integration tool and navigate to the configuration menu. The first step is configuring the integration tool and the second step is the configuration of the back office administrative QuickBooks desktop settings.Ĭonfiguring the desktop integration tool:īegin by downloading the latest version of the QuickBooks plugin, available here. Setting up purchase orders to sync with QuickBooks when using a desktop environment is a two step process.

Getting Started with Syncing Purchase Orders to QuickBooks Desktop You can sync purchase orders with either sync method, including both when the integration tool is set up to sync automatically or if you prefer to manually sync. You can sync Purchase Orders created in Service Fusion with QuickBooks desktop.