Syncing sales reps on a sales transaction to QuickBooks Online

 

To have sales representatives on sales transactions sync from SOS Inventory to QuickBooks Online:

 

  1. In QuickBooks Online, create a transaction-based, Text type custom field named Sales Rep.

 

edit_noteNOTE: The spelling must match exactly in character, case and spacing.
  1. Go into SOS Inventory and perform a manual sync (Sync Menu > Sync Now).
  2. Edit an invoice in SOS and select from the Sales Rep dropdown the name of the sales representative. Then save.
  3. Perform another manual sync. Check QuickBooks Online to ensure that the sales representative appears on the invoice.

 

Future sales transactions created in SOS Inventory will populate the Sales Rep custom field in QuickBooks Online.