Download Brochure 
QXchange application has been enhanced to support the linking between Invoice to Sales Order and Purchase Order to Bills. A new field which can be used to map the appropriate sales order # or purchase order # is available in the Invoice Line table or Bills Line table. The Sales Order # from the Invoice or Purchase Order # from the Bills will be used to create the links, the details are as follows:
Link Invoice to Sales Order:
- Select the Target as QuickBooks file.
- By expanding Invoice_InvoiceLine table you can notice the field called SalesOrder_RefNumber, which is the field used to create the link between sales order & invoice.
Example, with screenshots as follows:
- Do the mapping for Header table in QuickBooks target.
- Do the mapping for Target Invoice Line table in QuickBooks as shown below.
- Do the mapping for SalesOrder_RefNumber field in Invoice_InvoiceLine table from SalesOrderNumber to which Sales Order you would like to link Invoice.
Below is the QuickBooks Sales Order before creating Invoice.
Below is the QuickBooks Sales Order after creating Invoice with linking to Sales Order.
Link Bills to Purchase Order:
- Select the Target as QuickBooks file.
- By expanding Bill_ItemLine table you can notice the field called PuchaseOrder_RefNumber, which is the field used to create the link between purchase order & bills.
Example, with screenshots as follows:
- Do the mapping for Header & detail tables
- Do the mapping for PurchaseOrder_RefNumber field in Bill_ItemLine table from PurchaseOrderNumber to which you would like to link the Bill.
Below is Purchase Order before creating Bills.
Purchase Order after creating Bills and linking to PO.
