QuickBooks Inventory Software
Other Resources
When you create the All Orders database the 'entity lists' (e.g. Items, customers) are automatically imported. Thereafter any changes to these records within All Orders will be update QuickBooks in real-time or be added to the Sync Queue. The following table outlines list data share between QuickBooks and All Orders.
|
Imported from QB |
Create in AO |
Edit in AO |
Delete in AO |
Exceptions | |
|
Inventory Part |
Yes |
Yes |
Yes |
Yes |
none |
|
Service |
Yes |
Yes |
Yes |
Yes |
|
|
Non-Inventory Part |
Yes |
Yes |
Yes |
Yes |
|
|
Other Charges |
Yes |
Yes |
Yes |
Yes |
|
|
Assemblies |
Yes |
Yes |
Yes |
Yes |
Component list not updated |
|
Groups |
No |
No |
No |
No |
|
|
Item Sub-total |
No |
No |
No |
No |
|
|
Item Payment |
No |
No |
No |
No |
|
|
Customers |
Yes |
Yes |
Yes |
Yes |
Does not import credit card information |
|
Customer Type |
Yes |
Yes |
Yes |
Yes |
|
|
Vendors |
Yes |
Yes
|
Yes
|
Yes |
|
|
Vendor Type |
Yes |
Yes |
Yes |
Yes |
|
|
Employees |
No |
No |
No |
No |
|
|
Other Names |
No |
No |
No |
No |
|
|
Accounts |
Yes |
Yes |
No |
No |
Can create only from <add new> in drop downs |
|
Sales Rep |
Yes |
No |
No |
No |
|
|
Terms |
Yes |
No |
No |
No |
|
|
Units of measure |
No |
No |
No |
No |
All Orders has its own UOM |
|
Classes |
Yes |
Yes |
No |
No |
Can create only from <add new> in drop downs |
|
Shipping Methods |
Yes |
Yes |
No |
Yes |
|
|
Payment Methods |
Yes |
Yes |
No |
Yes |
|
|
Item Discounts |
Yes |
Yes |
Yes |
Yes |
US Versions only |
|
Sales Tax Codes |
Yes |
No |
No |
No |
|
|
Currencies |
Yes |
Yes |
Yes |
Yes |
Canada, UK Only and US QuickBooks 2008 or higher |
In addition to the list All Orders can generate transactions in QuickBooks as shown in the following table. Note All Orders does not synchronize QuickBooks transactions! The Trigger or Button will record the transaction in QuickBooks in real-time or it will be added to the Sync Queue (See below). The recording can also take place from the related list. For example you can record an Ship Doc as an Invoice by pressing the Invoice button on the ship doc or you can record several ship docs at the same time from the Ship Doc List.
|
AO transaction type |
QB transaction type generated |
Exceptions | |
|
Sales Order |
n/a |
n/a |
Sales Orders are not generated in QB |
|
Purchase Orders |
Purchase Orders |
Send to QB button |
Sending POs to QuickBooks is provided for legacy purposes. Generally POs are received in All Orders and then sent to QuickBooks as either a Bill or Item Receipt. Once you send the PO to QB you will not be able to receive it through All Orders so this is not suggested. |
|
Ship Doc |
Invoice |
Invoice button |
Can also create a Sales Receipt for cash sales. |
|
Customer Return |
Credit Memo |
Credit Memo button |
|
|
Receive Items |
Bill |
Create Bill button |
Can optionally create 'Item Receipt' - see QuickBooks Preferences |
|
Vendor Return |
Credit |
Create Vendor Credit |
|
|
Work Orders |
Bill |
Record button |
|
|
Disassembly |
Bill |
Record button |
|
|
Adjustment |
Bill |
Record QB button |
Can optionally create 'Inventory Adjust' - see QuickBooks Preferences |
|
Value Adjustment |
Inventory Adjust |
Record QB |
|
|
Transfer |
n/a |
n/a |
Transfers are not recorded in QuickBooks |