Creating Principal Commission Invoices in QBO

Posting orders to QBO is a bit different than posting to only Naviteer accounting.

NOTE: Highlighting the order and selecting Invoice and Post will only post to the Naviteer accounting.

You can select one or more customer orders by using the tag tool and the right task menu items.

First mark/select the invoices to post by one of the following ways.

•Select orders by clicking in the Tag column of the Orders browse table.

•Select orders by using a filter/search and tag.

For this example we will choose the search filter of Order Due Date Range and enter the first quarter of 2023.

The result of the filter is shown below.

Next Tag all of the filtered order by selecting the Tag/ Untag menu item.

The result is all of the filtered orders are tagged for posting. You are given an option to cancel the operation.

Once the orders are tagged you have the option to post the orders to QBO as a single entry or separate orders.

NOTE: To post as a single entry in QBO the orders most be from the same Principal/Supplier.

The Post Tagged menu option will post the orders individually. The Post Tagged as Single will create one entry (adding up the amounts for all of the tagged orders) for the post. This is a convenient option when you are either catching up on posting or your company prefers fewer QBO entries.

Commission invoices are still printed one at a time for the selected.

After selecting the customer orders to create and post commission invoices for, select:

You are given the option to cancel the posting:

If Naviteer is not currently connect to QBO, you will see:

Click the Connect button to login and establish the connection.

A browser window with the QBO Sign In page will be shown:

Enter your account login and click Sign In. If successful, you will see:

You may now close the browser window.

The Naviteer Connection Status will now show:

and the connection window will automatically close. If it does not, click the Continue button.

The browser window can also be closed.

The posting window is now shown:

If an invoice date is specified on the order, it will be used else the default current date will be used. The date can be changed but it is not advisable to use a date for a prior month, as there may be monthly closeout ramifications.

Click the Go button to commence with the posting process.

If any QBO posting errors occurred, the error is displayed as it occurs. It will also be listed in the QBO Processing Log.

A message is displayed indicating the number of invoices created:

If you click the Include Posted check box and scroll to the right, you can see the QBO ID link column:

If an error occurred and the customer order does not show posted in QBO, you can select the customer order and run the posting function again.

NOTE: How to verify your orders posted to QBO - - Click Here