Sync sales orders to QuickBooks Online
Overview
Find out how to synchronize sales orders with QuickBooks Online.
Sales orders must be synced to QuickBooks Online to keep your books in order.
When you sync a new sales order, a matching invoice is created in your QuickBooks Online general ledger. The matching invoice is given a unique reference. That reference, shown in the Reference column on the Sales > Invoices tab of your QuickBooks Online integration dashboard, is a combination of (a) a unique serial number and (b) the sales order’s reference.
Note that, if the reference on the dashboard exceeds 21 characters, it will be truncated to 21 characters in QuickBooks Online.
You can only sync a sales order with
an Invoice Date and
a contact linked to QuickBooks Online.
Additionally, on the Admin page of the sales order, its Accounting Invoice Status must be set to Not Imported Yet Or Reset For Re-import, although all sales orders meet this condition by default; once the sales order has been synced, its Accounting Invoice Status gets set to Imported.
Alternatively, instead of syncing sales orders individually, you can combine the sales order in a batch. Find out how to batch sales orders.
Sync sales orders
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your QuickBooks Online integration.
Link new contacts (if any) to QuickBooks Online (see how to link contacts to QuickBooks Online).
Open the Sales > Invoices tab.
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In the right-hand column of checkboxes, either
select the sales order(s) to sync, or
to sync all sales orders (and other listed transactions), select the checkbox in the header.
Select Upload Selected (or Upload All).
You’ll receive a notification if any sales order fails to sync. Find and fix the sales order on the Errors > Invoices tab and then re-sync it.