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Importing Sales Orders into QuickBooks Enterprise

Last updated 08/01/2021

How to import a Sales Order into QuickBooks Enterprise.

Overview


Cin7 Sales Orders can be imported into QuickBooks Enterprise as Invoices, provided the following three conditions are fulfilled:

  • The total of the Sales Order is greater than 0, and
  • An invoice date has been entered in the Sales Order.
  • The invoice date is not more than 90 days old.

We recommend importing contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in QuickBooks Enterprise correctly.

Running the QuickBooks Web Connector


Before you can import anything into QuickBooks Enterprise you must first run the QuickBooks Web Connector, if you have not already done so recently.

  1. Make sure you are logged into the correct QuickBooks Enterprise account.

    If you are logged into the wrong account Cin7 will still write files to this account - so be careful!

  2. In QuickBooks Web Connector, select Cin7 from the list of connections, then click Update Selected.
  3. In Cin7, from the left navigation, click Accounting, then QuickBooks Enterprise app.
  4. Click Refresh After Running QB Connector.

Importing Sales Orders


There are two ways to import Sales Orders into QuickBooks Enterprise: Importing all orders at the same time, and importing individual transactions.

All Orders at once

This method will import all Sales Orders at the same time. This is the quickest way to import all orders.

  1. From the left navigation, select Accounting then QuickBooks Enterprise.
  2. Select Import Contacts to update or import any new contacts.
    For more information, see Importing Contacts and Vendors to QuickBooks Enterprise.
  3. Select Import Orders.
    A confirmation will notify you if all orders have been imported successfully.
  4. Run QuickBooks Web Connector.

Imported Sales Orders will be available as Invoices in QuickBooks Enterprise.

Individual Orders

You may wish to only import one Sales Order, or inspect the order, before importing. To do this:

  1. From the left navigation, select Accounts then QuickBooks Enterprise.
  2. Select Import Contacts to update or insert any new contacts.
    For more information, see Importing Contacts and Vendors to QuickBooks Enterprise.
  3. Select Choose, next to Import Orders.
    The number in brackets represents the number of orders awaiting import.
  4. Check the specific Sales Orders you would like to import.
  5. Select Import/Update Orders.
  6. Run QuickBooks Web Connector

Imported Sales Orders will be available as Invoices in QuickBooks Enterprise.

FAQs

Is it possible to automate order imports?

Automatically importing orders is not currently supported. Manually selecting the button for each order(s) adds a level of scrutiny that encourages good accounting practice.