Using QuickBooks Online

Importing Sales Orders to QuickBooks Online

How to import a Sales Order into QuickBooks Online.

Overview

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

• The sales order has one or more line items, and
• An invoice date has been entered in the Sales Order.

It is recommended to import contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in QuickBooks Online correctly.

Importing Sales Orders

There are two ways to import Sales Orders into QuickBooks Online.

All Orders at once

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

1. From the left navigation, select Accounting, then QuickBooks Online.
2. Select the Sales tab.
3. Select Invoices.
4. Select the All checkbox.
5. Select Upload All.

A confirmation will notify you if all orders have been imported successfully.

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

Individual Orders

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

1. From the left navigation, select Accounting, then QuickBooks Online.
2. Select the Sales tab.
3. Select Invoices.
4. Select invoices that you wish to import.
5. Click Upload Selected.

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

FAQs