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Syncing a PO with QBO
Becca Campbell avatar
Written by Becca Campbell
Updated over a week ago

You can use QBO to sync your POs with Settle. This allows you to track and manage your POs with your bills in Settle as well as take advantage of the compare tools.

Sync a purchase order through QBO

  1. Currently, Settle supports importing POs through QBO. You can manage these through the QBO integration settings within your Accounting >> Settings page.

  2. The Sync ensures any line items and attachments are synced between your QBO and Settle account.

  3. Once you've enabled your QBO sync, the PO sync, including timing and frequency, will follow the same processes as the vendors, bills and catalog items. You will also see PO sync confirmations and/or errors in your Sync status section.

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