Quickbooks Import QBI

[adam5532]

Thank you for replying, I understand what you are saying, but I may need clarification on how to remedy this for our setup.

Our QuickBooks system uses invoices, and our site does not have payment processing. Currently, most of our orders are placed by fax and phone.

If the quickbooks sequential invoice number cannot be used with my setup, when the orders are imported do I have to manually enter the invoice number in quickbooks? I do not want to have random invoice numbers with web codes attached to them, but if that is my only option I can deal with it.

In the QBI configuration page, leave the Invoice number field blank and leave the QBI default for PO Number. In the QB templates, you can rename the PO Number field and include it on screen and in your printed invoices. This system works well, and you do not have to enter anything manually. You can not share the same Invoice Number field for on and off-line orders, as there is no way to turn off QB's auto-numbering system and you'll end up with duplicate Invoice Numbers. This is a problem caused by QB, not QBI, and the solution above is the best way to work around it. Only in the case that you never have off-line orders should you put %I in the Invoice Number field in the QBI configuration.

Thanks,
Adam