Ticket PO's

[lpopejoy]

Good morning,

We have some clients that require PO's on each charge. How is the best way to do this and have it flow over to Quickbooks?

I wish the ticket would have a customer PO field that would flow to QB...

[Support Team]

Re: Ticket PO's

Thank you for asking.

Tickets/Charges cannot be sent to QuickBooks as PO but rather only as invoices.
You may consider using Field1 of Charges to log the relevant PO and have it included as part of the invoice lines in QuickBooks.

Hope this helps.

[lpopejoy]

Re: Ticket PO's

I’m talking about the customer’s PO. Not pushing charges AS PO’s.

[Support Team]

Re: Ticket PO's

Thanks. Got that. You can include the customer PO as part of the Ticket description or as part of the Charge's Field1, both are then included in the invoice.

[lpopejoy]

Re: Ticket PO's

There is one PO per ticket. We don't want to duplicate that into however many charges are on a ticket.

We don't send ticket descriptions to QB because they are often insanely long.

[northwestmsp]

Re: Ticket PO's

Create a single "charge" at $0 with an Item called "Commit-QB PO" or similar. Add your PO to that Charge description & have ticket numbers/

Otherwise we just include the PO# to every charge description when clients request a PO# to make it easy on our team.