The following tutorial explains how payment methods such as credit cards and purchase orders interact with QuickBooks.

As we can see, customers that do not have access to a profile giving them purchase orders or quote requests are presented with simple methods like credit cards, PayPal, and Amazon. When those orders are complete they download to QuickBooks (via UltraBooks) as a sales receipt.

For purchase orders the flow is more complicated based upon whether they are automatically approved or not. Once the purchase order is approved (automatically or manual) then the order ships, is marked complete and imports as an Invoice into QuickBooks (via UltraBooks). The customer ultimately pays the invoice and the invoice is marked as paid by accounting within QuickBooks.

We also demonstrate quote requests in this flow. Quote requests are nothing more than an opportunity for the merchant to adjust pricing on large orders for wholesale customers. When the quote goes out to the customer, they ultimately flow back through the same workflow.

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