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Syncing Purchase Orders to QuickBooks
Syncing Purchase Orders to QuickBooks

Automatically sync purchase orders from Materio to QuickBooks Online

Teddy Widom avatar
Written by Teddy Widom
Updated over a year ago

Materio can automatically sync all project purchase orders into QuickBooks Online, ensuring your books are always accurate and up-to-date.

Looking for related syncing features? Check out these articles:

Setup

  1. On the QuickBooks Page, make sure you are connected to QuickBooks Online.

  2. Next, toggle the "Sync purchase orders" switch to the ON position.

  3. That's it! All future purchase orders recorded in Materio will be copied into QuickBooks.

How Purchase Order Syncing Works

After you connect to QuickBooks Online, every time you create, issue, update, or delete a purchase order in Materio, Materio will automatically take the equivalent action in QuickBooks for you. The sync will include following information for each purchase order:

  • Vendor

  • Order number

  • Order date

  • Shipping address

  • Line items

    • Client

    • Project

    • Unit price

    • Quantity

    • Line price

    • Category

    • Item name

    • Item SKU

    • Item finish

    • Item dimensions

  • Shipping total

  • Tax total

  • Message to the vendor, if applicable (up to 1,000 characters)

  • Private notes drafted by your firm (up to 4,000 characters)

Details

By default, Materio syncs new and updated purchase orders to QuickBooks. Though older purchase orders that predate your connection to QuickBooks will not automatically sync, you can always click the "Sync now" button to sync those older records to QuickBooks as needed.

This is a one-way sync from Materio into QuickBooks. Make all edits to purchase orders in Materio and let the updates automatically sync to QuickBooks. If you edit a synced purchase order directly in QuickBooks, your changes may be overwritten the next time Materio syncs.

Troubleshooting

If purchase orders are not syncing as expected, first check that the "Sync purchase orders" switch is toggled on in your Materio QuickBooks settings.

Note that purchase order syncing requires a QuickBooks Online Plus tier or above subscription, with the "Use purchase orders" setting toggled on in QuickBooks under Gear Icon / Your Company / Accounts and Settings / Expenses.

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