To sync purchase orders, parts, and suppliers between Anvyl and Quickbooks, you must have integrated your Quickbooks account onto Anvyl. If you have not done this step already, please integrate your account first by following the steps here.
- After you've connected your Quickbooks account, go to the Orders tab.
- Select the Orders you wish to sync by checking the box on the left side.
- Click the Sync to Quickbooks link at the top.
- Confirm this action and click Sync.
Purchase orders will sync using the following logic
| IF | THEN |
| If no record of the purchase order exists in Quickbooks, as identified by the PO# | A new purchase order will be created in Quickbooks that contains order items for each of the parts included in the purchase order and their associated quantity and price |
| If a record of that purchase order already exists in Quickbook, as identified by the PO# | The existing purchase order will be updated in Quickbooks with any new or different information. |
Parts will sync using the following logic
When a purchase order sync occurs, Anvyl looks up all part records that exist in your Quickbooks account. The parts sync is bi-directional and is not limited to the parts on the purchase order.
| IF | THEN |
| If a part name in Quickbooks matches a part name found in Anvyl | No further action is taken |
| If a part name in Quickbooks does not match a part name found in Anvyl | A new record for that part is created in Anvyl |
| If a part name in Anvyl does not match a part name found in Quickbooks | A new record for that part will be created in Quickbooks |
Suppliers will sync using the following logic
When a purchase order sync occurs, Anvyl looks up all supplier records that exist in your Quickbooks account. We will attempt to match supplier records in Quickbooks to supplier records on Anvyl using the following fields.
| WE ATTEMPT TO MATCH | IF | THEN |
| Supplier phone number and postal code | If there is a match for those two fields | No further action is taken |
| Supplier phone number and postal code | If there is not a match | We attempt to match the next fields, supplier address and postal code |
| Supplier address and postal code | If there is a match for those two fields | No further action is taken |
| Supplier address and postal code | If there is not a match | We attempt to match the next fields, supplier name |
| Supplier name |
If the supplier name in Quickbooks does not match a supplier name found in Anvyl |
A new supplier record for that supplier will be created in Anvyl |
| Supplier name | If the supplier name in Anvyl does not match a supplier name found in Quickbooks | A new supplier record for that supplier will be created in Quickbooks |
Expense Accounts are updated in Quickbooks
When a purchase order sync occurs, Anvyl will look up Expense Accounts classified under cost of goods sold in your Quickbooks account.
| IF | THEN |
| If only one cost of goods sold expense account is found | Anvyl will categorize the expense associated with the part ordered under this account |
| If multiple cost of goods sold expense accounts are found |
Anvyl will categorize the expense associated with the part ordered under a newly created account called Anvyl - uncategorized expense.
You can recategorize this expense to its proper account in Quickbooks at any time. Once recategorized, Anvyl will honor the correct categorization for this expense going forward in future syncs. |
Liability Accounts are updated in Quickbooks
When a purchase order sync occurs, Anvyl will look up Liability Accounts classified under accounts payable in your Quickbooks account.
| IF | THEN |
| If only one accounts payable liability account is found | Anvyl will categorize the liability associated with the order items included in a purchase order under this account |
| If multiple accounts payable liability accounts are found |
Anvyl will categorize the liability associated with the order items included in a purchase order under a newly created account called Anvyl - uncategorized AP.
You can recategorize this liability to its proper account in Quickbooks at any time. Once recategorized, Anvyl will honor the correct categorization for this liability going forward in future syncs. |
The Quickbooks integration is available to all Professional and Enterprise users. If you are on the Starter plan, please contact support@anvyl.com to upgrade your account.