What You Should Know About Invoice Data Integration
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Ditat TMS does not retrieve invoices from QuickBooks — it only creates them.
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Before exporting, Ditat TMS checks whether an invoice with the same reference number already exists in QuickBooks. If it does, the invoice will not be exported.
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If a duplicate invoice is found in QuickBooks, Ditat TMS will mark it as exported and log a warning in the export report.
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Ditat TMS only exports certain fields to QuickBooks (see below). All other fields in QuickBooks can be modified independently and will not be affected by the export.
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Due to QuickBooks' 11-character limit, Ditat TMS will shorten the Invoice ID to comply. For example,
IN-0000123456-01will be transferred to QuickBooks as123456-01.
Fields Exported to QuickBooks
Header Data
|
Ditat TMS Field |
QuickBooks Field |
Notes |
|---|---|---|
|
Customer Reference ID |
Customer |
Allows QuickBooks to pull the customer's address and related information. |
|
Invoice Date |
Invoice Date |
|
|
Invoice Due Date |
Due Date |
Ditat TMS does not use the same terms concept as QuickBooks. You may want to update your invoice template to display Due Date instead of Terms. |
|
Reference ID 1 |
PO Number |
|
|
Invoice Notes |
Memo |
|
Detail Data
|
Ditat TMS Field |
QuickBooks Field |
Notes |
|---|---|---|
|
Payment Type |
Item |
Mapped to a Service Item in QuickBooks. |
|
Description |
Description |
|
|
Quantity |
Quantity |
|
|
Revenue |
Amount |
|
