Smart Accounting Hub Purchase Order Settings for QuickBooks

NOTE  It is recommended to not enable any automatic sync settings until all other settings are configured.

The maximum age of purchase orders, expressed in number of days (inclusive), that will be considered for syncing.

EXAMPLE  If the max age is set to 14 days, when scanning on March 3, 2025, the Smart Accounting Hub will only sync items as far back as February 17, 2025.

Select the method that QuickBooks Online should use to number invoices.

• Let QuickBooks generate the purchase order number: The purchase order number field in Autotask PSA will be blank initially. Once the purchase order has synced to QuickBooks Online, the QuickBooks purchase order number populates. For this setting to work correctly, you must have purchase order numbering disabled in Autotask PSA. Refer to Inventory system settings.
• Use the Autotask invoice number: The purchase order number in QuickBooks Online will be the purchase order number assigned in Autotask PSA.

Select an available payable account in which the purchase orders from Autotask will sync to QuickBooks. The drop-down list is sourced directly from QuickBooks.

• If selected, any items that do not exist in QuickBooks during a purchase order sync will be automatically created using the naming convention set in Item Settings. Refer to Item Settings.

• If not selected, any items on an purchase order that are not found in QuickBooks during an purchase order sync will display an error in the Activity Logs. Refer to View Logs.