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Syncing Purchases with Your Accounting System

Keep track of the “costs” associated with projects, tickets, and retainers, and sync it with your accounting system. The Purchases module will allow you to convert lists of materials and expenses into purchases, which will sync with QuickBooks Online or Xero the same way that your invoices do.

Using this guide, you will understand:

 

What information syncs to your accounting system?

When creating a Purchase Order, the details below will sync to your Accounting System:

  • The Purchase Order is created, and is saved under the Vendor record
  • Vendor Name
  • Billing Contact's
    • Name
    • Email Address
    • Phone Number
    • Postal Address
  • Purchase Date
  • Payment Due Date
  • Purchase Order Title 
  • All of the Purchase's line items, including:
    • QTY
    • Rate
    • Pre-Tax Amount
    • Post-Tax Total
    • Tax Total
    • Title
    • Description
    • Ledger Code
    • Tax Code

Accelo will not sync:

  • Vendor Notes
  • Shipping Address
  • Payment Terms

 

What information syncs to Accelo?

  • The Purchase is created, and is saved under the Vendor Record
  • Bill/Purchase Number
  • Payments (which are recorded against the Purchase)
  • All of the Purchase's line items, including:
    • QTY
    • Rate
    • Pre-Tax Amount
    • Post-Tax Total
    • Tax Total
    • Title
    • Description
    • Ledger Code
    • Tax Code
  • Purchase Date
  • Payment Due Date

 

An Overview of what your Purchase will look like 

 Our Accelo Purchases will sync over as Bills in QuickBooks and Xero. 

In QuickBooks : 

QB Purchase Order

 

In Xero: 

Xero PO

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