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How to send an Itemized PO Invoice to QuickBooks Enterprise?
How to send an Itemized PO Invoice to QuickBooks Enterprise?

This guide provides instructions on how to sync PO Invoices as Items (not Categories) in QuickBooks Enterprise from ProcureDesk.

Updated over 3 months ago

Prerequisites

  • Admin access in ProcureDesk.

Step-by-Step Instructions

Step 1: Access Admin Console

  • Log in to ProcureDesk and navigate to the admin console.

Step 2: Configure System Integrations

  • Go to Configuration > System Integrations.

Step 3: Edit Invoice Integration

  • Edit the integration type for Invoice.

Step 4: Enter the Generic Item

  • In the Custom 3 field, enter "Generic".

Step 5: Save Changes

  • Save the changes.

Going forward the PO invoices will be synced as Items in QuickBooks Enterprise.

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