| Table of Contents |
|---|
About
Intuit's accounting solution QuickBooks Online (QBO) is an account solution that is aimed at small to medium sized merchants looking for a cloud based alternative to the desktop versions of the industry leading accounting software.
...
In this section, you'll configure how customers are created and matched during the order import:
| Field | Description | ||
|---|---|---|---|
| Mark customers as non-taxable if no tax was charged | Marks customers as non-taxable if no tax was charged on the order. | ||
| Uppercase all name information | Imports the customer name details in uppercase. | ||
| Match orders to customers based on name and email address if possible | Match orders to customers based on name and email address if possible | ||
| Match orders to customers based on name and city if possible | Match orders to customers based on name and city if possible. | ||
| Automatically update customers with the latest information from order | Automatically updates customers with the latest information from order | ||
| Import by company name instead of last name, first name when possible | Import by company name instead of last name, first name when possible | ||
| Default Terms | Set's the default terms that apply to purchase orders | ||
| Default Type | Set's the default purchase type. | ||
| Import as Customer | Select this only if you wish to have all the orders imported from UltraCart assigned to a single customer record.
|
Orders
This section controls how Invoices and Sales Receipts are created in your QBO account. There is a setting for each type of account document and then a shared section that applies to both document types. By default orders that use the purchase order payment method will import as invoices and all other orders will import as sales receipts.
...