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My Company
Customer
Dialog header
ID
Name
Note:
Error(s):
#
Product / Service
Description
Class
Customer/Job
Account
Qty
Rate
Amount
1
5
10
Total
.
0.00
Attach a file
OR
Oops!
We are unable to connect to your
QuickBooks Online account.
Instructions
:
As a eRequisition Administrator:
Menu > Settings > Company Settings > Connect QuickBooks
Oops! Looks like your QuickBooks Online does not have any data.
Please create a new vendor, item, customer in QuickBooks.
Then log out of eRequisition and back in again and
proceed to creating a requisition.
Dialog header 1
ID
Product/Service
Description
Type
In-stock
Prev
Standard
Dialog header 1
Import File
Accepts only . xls & .xlsx format.
Product/Services
Description
Class
Customer/Job
Account
Qty
Rate
Amount
Result
Dialog header
ID
Vendor Name
Dialog header 1
ID
Class Name
Dialog header 1
ID
Customer Name
Dialog header
ID
Customer Name
Dialog header 1
ID
Account Name
Product/Service information
Service
Inventory
Non-inventory
Other Charge
Complete the fields below to add a new item to your item list in QuickBooks.
Upon saving, a sync needs to take place & then the new item will be created in QuickBooks.
Expense account
Asset account
Income account
To edit the default accounts, as an admin, please visit the QuickBooks syncing page and update the default accounts.
Menu
>
Settings
>
QuickBooks Syncing
.
New Vendor
Complete the fields below to add a new vendor in QuickBooks. Upon saving the new vendor below a sync needs to take place and then the new vendor will be created in your QuickBooks.
Select State/Province
Select Country
Update Address
Complete the fields below to add a new vendor in QuickBooks. Upon saving the new vendor below a sync needs to take place and then the new vendor will be created in your QuickBooks.
New Customer
Complete the fields below to add a new customer in QuickBooks. Upon saving the new customer below a sync needs to take place and then the new customer will be created in your QuickBooks.
Select State/Province
Select Country
Are you sure you want to leave this page? You may have unsaved changes that may be lost.
Oops!
Update Shipping Address
Select State/Province
Select Country
Update Mailing Address
Select State/Province
Select Country
Oops!
Saved!
Rejected!
Are you sure you want to
Withdraw/Cancel this requisition?
Are you sure you want to leave this page? You may have unsaved changes that may be lost.
Withdrawn!
Requisition has been withdrawn/cancelled successfully.
PO Created!
View My History
Note: When a PO is created it will show on the original requester's History Screen and
those who have the permission to view POs for the whole company.
The PO has been successfully edited and saved!
The revised PO will now be placed in queue to sync with QuickBooks®
Your requisition is being duplicated...
Please do not close this page until the requisition has been
successfully duplicated.
A new purchase order is being generated...
Please do not close this page until the PO has been
successfully created.
Oops!
Are you sure you want to delete this purchase order?
Dialog header 1
Default Title
Screen
Print
Title
Header Class
Due Date
Terms
FOB
Integrate with NetSuite
Account ID
Consumer Key
Consumer Secret
Access Token
Token Secret
Dialog header 1
Are you sure you want to delete custom transaction number?
Customize Transaction Number
Select Transaction
Select Scope
Entire System
Department
User
Select Department
Select User
Select Level
Select Code Order
Start
Middle
End
Select Date Format
DDMM
MMDD
YYMM
MMYY
YYDD
DDYY
YYYYDD
DDYYYY
YYYYMM
MMYYYY
MMDDYY
DDMMYY
YYMMDD
Select Date Order
Start
Middle
End
Select Sequence Number Order
Start
Middle
End
Select Increment By
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Is generated Number editable
Include Job
Is First Job
Job Order
Start
End