Invoice Export Details
What You Should Know About Invoice Data Integration
Ditat TMS does not retrieve invoices from QuickBooks — it only creates them.
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.
If a duplicate invoice is found in QuickBooks, Ditat TMS will mark it as exported and log a warning in the export report.
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.
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 |
