Knowledge Base
PROGRAM: DataPlus for QuickBooks - Push Sales Order

Table of Contents
Create Sales Order
Once a dpQuickBooks Configuration has been performed, Customer Sales Orders can be created.
Note: To allow Create Sales Order Contact Push should be configured.
Sales Order Configuration
Related FAQs
Configure Contact Push - Customer | Vendor | Employee
dpQuickBooks Configuration
  1. Open Act
  2. From Act Toolbar
  3. Tools/dpQuickBooks/
  4. Click on Configure QuickBooks Push
dpQuickBooks Configuration
    Configuration List
  1. Click on Add New
dpQuickBooks Configuration
    Configuration List
  1. Click on New Configuration 1
dpQuickBooks Configuration
    Configuration List
  1. Change text from New Configuration 1 to Contact Push
dpQuickBooks Configuration
    Configuration List
  1. Click on Mapping Type Field
  2. Choose ACT! Opportunity
  3. Click on Integration Options Upper Tab
Configure Contact Push
    Integration Options
  1. Check Use This Configuration For Contact Push
    2. Identifier Configuration
  2. Customer Field Customer Number
  3. Employee Field Employee Number
  4. Vendor Field Vendor Number
  5. Click Save
  6. Click OK
  7. Click Close
  8. Click Yes
  9. Click OK
DataPlus for QuickBooks - Allow Contact Push & Create Sales Order
Allow Push
    Manage Permissions
  1. Open Act
  2. Menu Toolbar: Tools/DataPlus 4.0 Manage Permissions
Allow Push
    Manage Permissions Current Connections
  1. Click on QuickBooks
    2. Permissions
  2. Click on Misc Permissions tab
Allow Push
    Manage Permissions
  1. Check "QB INV Push" for each user level you want to allow
  2. Click Save
  3. Click OK
  4. Click Close
  5. Click Yes
  6. Click OK
DataPlus for QuickBooks - Create Sales Order
Create Sales Order
    Act Tools Menu
  1. Look Current Contact you want to create a sales quote for.
  2. Menu Toolbar: Tools/DataPlus 4.0 Manage Permissions
Create Sales Order
    Sales Order Details
  1. Customer Prepopulated from Act contact
  2. Memo Enter realted memo here
  3. Date Current date, can be modified
  4. PO Number Related Customer PO Number
  5. Sales Order Ref Enter to predifine SO Number
    6. Sales Order Items
  6. Click on drop down button Choose Item
Create Sales Order
    Sales Order Items
  1. Click Add Item
Create Sales Order
  1. Click Create Sales Order
Create Sales Order
  1. Click OK
Related FAQs
   
Software Solutions
DataPlus Integration
DataPlus ERP Integration
DataPlus Custom Integration
DataPlus Addons
DataPlus Plugins & Tools
Hosting Solutions
Mobile Solutions
QuoteWerks Quoting Solutions
QuoteWerks Integration
QuoteWerks Subscription & Licensing
Act! CRM Solutions
CRM
CRM & Marketing Automation
Marketing Automation
Pricing
Mobile Solutions
Helpful Links
Act! Hosting Solutions
Act! Mobile Messenger
Act! ERP Integration
Act! Custom Integration
Act! Addons
Act! Plugins & Tools
Act! Training
Act! Resources
Act! Support
Act! Community
Act! Downloads & Updates
Learning - Support
Software Support
Support (GoToAssist)
Support Plans
Training
Act! Training
KB Hogan Data / DataPlus
KB Act! Questions
KB QuoteWerks Questions
Contact Us
About Us
How Can We Help You
Privacy Policy
Return Policy
Resources
DataPlus Subscription
DataPlus Maintenance
QuoteWerks Maintenance
Partner Lead Submission
Secure CC Authorization
Secure CC Pre-Authorization

Translate this page:
©1995 - 2019 HOGAN DATA | All rights reserved