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Datto Autotask PSA: Why are some Purchase Orders not available for transfer to QuickBooks Online?

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Question

When I go to Autotask menu → Contracts → QuickBooks → Transfer Purchase Orders, there are some purchase orders that do not appear. I need to be able to select them so that I can transfer them. Why are they not appearing?

Environment

  • Datto Autotask PSA
  • QuickBooks Online

Answer

This behavior is caused by the External PO Number. This number is populated by QuickBooks Online during a transfer.

The presence of this number is how Autotask knows if a purchase order has been transferred or not. If you populate the External PO Number manually during the creation of the purchase order, it will not show as available to be transferred to Quickbooks.


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