How do I get QuickBooks Online to read my Ecommerce solution's PO Number?

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Introduction

QuickBooks Online has no purchase number field, so many users add a custom field called PO Number to QuickBooks. This guide walks you through setting up QuickBooks to read the PO Number.

PO Numbers

These solutions provide Cloud Cart Connector with a PO Number:

  • Magento
  • ShipStation

Other solutions might have this field too, though our product doesn't read it. Please contact us if you need this field.

QuickBooks

Here are the steps:

  1. Log into QuickBooks Online.
  2. On the top right, click the gear > company settings.
  3. Click the sales tab.
  4. Turn custom fields on and add a field called PO Number:
  5. Click save.

ShipStation Users

If you are a ShipStation user, you must map one of the custom fields to the PO Number field. In this case, ShipStation's custom field 1 is being used. Here are the steps:

  1. Login to cloudcartconnector.com
  2. Click submit on the my connections page
  3. On the configure page, click rules engine
  4. Add a new rule set: 
  5. Click edit rules.
  6. Add this rule:

 

If the order has a PO Number, you'll start seeing this information populated.

 

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