Home > SI Documentation (v16) > User Guide > Purchase Orders > Purchase Order Explorer > Create QuickBooks Purchase Order

Create QuickBooks Purchase Order

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Purchase Orders created in SI can be exported to QuickBooks if you have our optional QuickBooks Integration. You may want to do this if you want ot utilize the features of QuickBooks for inventory management or whatnot.


Note: As always, is is recommended that you have QuickBooks open on your machine while creating a Purchase Order. So much faster.


Select the Purchase Order in the Purchase Order Explorer and click the Create Purchase Order button in the QuickBooks section of the ribbon:




This will open the Create Purchase Order form:


create po.jpg

This form is identical to the form when using the QuickBooks Purchase Order functionality directly within Projects, with one exception. When initiated from the Purchase Order Explorer, QuickBooks Purchase Orders will utilize the Unit of Measure field for Products and will automatically adjust the quantities for Products where a unit of measure has been set.


Example: The following wire is set to be Bulk Wire so it is priced by the foot but it is bought in boxes of 1,000 feet:


order tab.jpg


When added to a Purchase Order from a Project where there is a total of 2050 feet of wire, the quantity on the order will be 3, for three boxes.

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