Vendors and QuickBooks Integration
When you use QuickBooks Online and DPS, you maintain vendor records in QuickBooks Online.
Add New Vendors
Add new vendors in QuickBooks Online in . The new vendors are added in DPS the next time the updating occurs between QuickBooks Online and DPS. In DPS, the vendors are added as vendor-type firms in the DPS Firms hub in . Vendor is selected as the firm type in the Firm Type field in the Summary pane of the Firms form.
You cannot add new vendors directly in the DPS Firms hub.
Make Changes to Vendor Records
In DPS, the vendor fields that are shared with QuickBooks Online are read-only. You must make changes to vendor records in QuickBooks Online. The changes will be updated in DPS the next time the automatic or manual updating occurs between QuickBooks Online and DPS.
Delete Vendors
In QuickBooks Online you cannot delete a vendor, but you can make it inactive. When you make a vendor inactive, the status of the matching vendor in the DPS Firms hub is changed to inactive when the automatic or manual updating occurs between the two products.
Shared Fields Between QuickBooks Online Vendors and DPS Vendor-Type Firms
The following table identifies the equivalent vendor and firm fields that are shared between DPS and QuickBooks Online:
| QuickBooks Online Field in | DPS Field in |
|---|---|
| Customer | |
| Company | Firm name on the Overview tab |
| Status | Status in the Summary pane |
| Email field for the first contact in the Contacts grid on the Contacts tab | |
| Website | Website in the Summary pane |
| Title | Title field for the first contact in the Contacts grid on the Contact tab |
| First name, Middle name, Last name, and Suffix | Name field for the first contact in the Contacts grid on the Contact tab |
| Phone | Work Phone field for the first contact in the Contacts grid on the Contact tab |
| Mobile | Mobile Phone field for the first contact in the Contacts grid on the Contact tab |
| Fax | |
| Billing ID | |
| Billing Address Line 1, City, State/Province, Zip Code, and Country | Address fields in the grid on the Overview tab that have the Billing check box selected for it |
| Payment Method | Payment Terms on the Vendor tab |
| Preferred Delivery Method | |
| Exemption Details | |
| Resale number | Tax Registration Number on the Overview tab |