Once you’ve connected Orderwerks with your QuickBooks Online account, you’ll need to configure a few settings.
Each of these can be configured from the Integrations page.
Default Catalog Item Income Account
Used when creating new Catalog Items.
Default Sales Terms
Used when creating new Customers/Accounts.
PO # Custom Invoice Field
If you want to pull in or populate a PO Field in QuickBooks Online, select the Custom Field you have setup.
Sales Rep Custom Field (If Rep Groups Turned On)
If you want to pull in and track Sales Reps inside of Orderwerks that you populate in a Custom Field.
Default Price Group
Used when pulling in Catalog Items, will set the price from QuickBooks Online to this Price Group for the Orderwerks Catalog Item. Will also use this to populate a Price change into QuickBooks Online.
