When in the Purchase Orders page of ecomdash, you can select PO's for which you would like to send purchase receipts to your QuickBooks Online account.
- Select the Purchase Order(s) you would like to send to QB by clicking the checkbox next to the PO. Note: You can only export PO's that are in a received status.
- Click the Export to QuickBooks button.
- You will be asked to confirm if you want to export to QuickBooks. Select OK if you are ready to proceed.
- Next you will see a QuickBooks icon to the right of the purchase order. The color of the icon indicates the status of the export; see below for examples
Export Pending (Yellow Icon):
Export Success (Green Icon):
Export Failed (Green Icon w/ red 'X'):
Note: You can hover over the failure icon to see the error message that caused the failure. If you need assistance in identifying the issue and how to fix it, you can send a ticket to firstname.lastname@example.org and we would be happy to assist you.
In the Purchase Order page, you can sort by Received PO's (second drop down) and then use the Accounting Status drop down menu to easily see your QB Exports and their statuses.