The Create Purchase Order form will open.
Instead of step 4 above, you could choose to add the selected Items to an existing Purchase Order in QuickBooks:
This will open a form prompting you select an existing QuickBooks Purchase Order:
Once selected, this form will open allowing you to transfer the items over to an existing PO:
If the Vendor you wish to use does not exist in QuickBooks, you can create them over in QuickBooks via the [New] button in the Vendor section of the Ribbon:
This will open the Add QuickBooks Vendor form. Fill this out and click [OK]:
The "Additional Info" tab has QuickBooks drop downs that you can set if desired:
If you want to create new QuickBooks Items directly from the SIX Items, click the [Create] button. A form will open with all unassigned Items on the left hand side.
Choose your Item Type, Vendor, Accounts, etc and then click [Create]. Repeat for all Items in the list. The form will close when everything has been assigned. Click here for Tutorial.
Once a Purchase Order has been transferred to QuickBooks, the following fields will be populated for the Items within the Project: Order Status, Order Number, and Ordered Date.
The Order Status that gets populated is determined by your QuickBooks Settings.