Digital Purchase Order (DPO) is pleased to announce the QuickBooks Purchase Order Integration with QuickBooks Online. The new integration enables our clients to save time and reduce repetitive data entry through a seamless process.
Digital Purchase Order previously offered a default CSV report with the option to download all data from DPO. This included the PO book name, departments, purchase order ID’s, the PO line items, and time stamps for purchase order requests, approvals, or amendments. Additionally, this DPO export included supplier data and information about received invoices. Recently, DPO added a budget control feature, which is also part of the CSV export.
How the QuickBooks Purchase Order Integration works.
In comparison to a manual import/export workflow, the new QuickBooks Purchase Order integration will happen instantly and be fully automatic. To get started, DPO needs to first connect to your QuickBooks account. This can be done through our administration section. Once connected to QuickBooks, DPO will ask you if would like to transfer final approved purchase orders to QuickBooks. In addition, you will have the option to import your QuickBooks suppliers and item information to DPO. You will not need to worry about keeping lists in sync. Digital Purchase Orders will always get updates from your QuickBooks account once you add new data.
Once the setup is complete, you can immediately get started with your first purchase order. When you get to your supplier list, DPO will list all available vendors from QuickBooks as you are typing. The item editor will also display existing data from your QuickBooks library. Digital Purchase Order will even autofill your item pricing as well as select the corresponding accounts payable code. If you upload attachments to DPO, they will also be transferred to QuickBooks. Even user-defined fields such as our DPO components will be imported to your cloud accounting system. Once a purchase order is approved in DPO, you will see it in your QuickBooks expense list without any further action.
One last quick tip: you can even import historical purchase orders to QuickBooks. Just set up the starting purchase order ID for the import.
For more information, please watch this video here.
You can also contact a member of the team at +1 888 376 7254 (Int’l: +44 20 331 88 338) or email firstname.lastname@example.org.
Get Started with Digital Purchase Order Software
Curious to find out more? Schedule a 1:1 Online Demo today!