Linking Functionality with QuickBooks DAP for Invoice to Sales Order & Bills to Purchase Order  Download Brochurepdf 

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:

1.Open QXchange and select source as Excel and Target as QuickBooks and do the mapping as shown in the below screen to create a Sales Order.

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 2.After running the profiles a new Sales order will be created in QuickBooks. Please refer the below screenshot.

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For example we have created the sale order (1001) with the following details:

Invoice:

 Customer  RefNumber
 Abercrombie,Kristy  1002

Invoice Line:

 

 Invoice RefNumber  Item  Description  Quantity Rate SO No
 1002  Blueprints  Test Desc1  3 100 1001
 1002  Floor Plans  Test Desc2  7 200 1001
 1002  Installation  Test Desc3  2 300 1001

 

3.Open QXchange and select source as Excel and Target as QuickBooks and do the mapping as shown in the below screen to create an Invoice.

Note: For linking the Sales Order with Invoice, we already have a field named “SalesOrder_RefNumber” in Invoice line table were you have to provide the reference number of the Sales Order which needs to be linked with the Invoice. Please refer the screenshot below.

4.The Created invoice will look like this. The linked Sales Order number will be shown in the invoice as shown in the below screenshot.
The below screen shot shows that the Sales Order (1001) which is created earlier is linked with this invoice.

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5.After linking a Sales order with invoice the linked Sales Order will looks like the below in the screen shot.

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6.In QXchange you can verify the linking by viewing the data for the “Invoice_LinkedTxn” table where it can show the invoice and the linked sales order numbers. Please refer the below screen shot.

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