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What you should know about Invoice data integration?

  • Ditat TMS does not retrieve invoices from QuickBooks.
  • Ditat TMS only creates invoices in QuickBooks.
  • Ditat TMS will check if an invoice with same Ref Number already exists, if it does - it won't export.
  • If an invoice already exists in QuickBooks (with the same number) - Ditat TMS will mark it as exported and write a warning in the export report.
  • Ditat TMS only sends certain fields to QuickBooks (see below). Other fields can be changed/added in QuickBooks and will not be affected by export.
  • Due to QuickBooks 11 Character limit Ditat TMS will shrink the Invoice ID to be in compliance. IN-0000123456-01 will transfer as 123456 -01 to QuickBooks. 

 

Fields exported to QuickBooks

Header Data

  1. Customer reference id will be sent with invoice. This will allow QuickBooks to pull all of the address and related info.
  2. Invoice Date.
  3. Invoice Due Date. Ditat TMS does not have same concept of terms as QuickBooks, you may want to change Invoice Template to display Due Date instead of Terms.
  4. Reference Id #1 from Ditat TMS will be sent to PO Number fields in QuickBooks.
  5. Invoice Notes will be mapped to Memo field in QuickBooks.

 

Details Data

  1. Item reference Id will be sent with detail line. This is the payment type mapped to a Service Item in Quick Books.
  2. Description fields will be mapped to Description.
  3. Quantity.
  4. Revenue.

 

 




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