ProcureDesk offers a feature that allows seamless importing of Purchase Orders (POs) from QuickBooks Enterprise, simplifying your purchasing workflow. Follow these steps to enable the PO sync feature and streamline the process.
Prerequisites:
Ensure you have Admin access to ProcureDesk.
Confirm that the QuickBooks Enterprise integration is already configured.
Step-by-Step Instructions:
Go to the Admin side of ProcureDesk.
Navigate to Configurations.
Click on QuickBooks.
In the QuickBooks Desktop section, enable the pull PO Sync feature.
Ensure the following settings are enabled to pull the PO from QuickBooks Desktop:
Enable pull PO sync
Enable nightly PO import job
PO import Start Date
Import PO from Integration (this is a privilege in the Order module), refer to this article: How to Enable the "Import PO From Integration" Privilege in ProcureDesk?
Click Save.
Once these settings are enabled, Purchase Orders from QuickBooks Enterprise will automatically sync with ProcureDesk during the nightly sync.
If you want to sync the POs right now, you need to run the web connector on QuickBooks Enterprise.
FAQs:
Can I disable PO sync later if needed?
Yes, you can disable the PO sync by unchecking the settings under QuickBooks Desktop and saving the changes.