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Technical Blog

QuickBooks Add-On… Bulk Transfer of Sales Orders to Invoices

Tired of dealing with outdated version of QuickBooks invoicing?! Do you want to spend more time making and keeping happy customers instead of processing invoices one at a time?  Unfortunately, QuickBooks does not support bulk (i.e., “batch”) transfer of sales orders.  But with our Bulk Sales Order transfer program, you have the flexibility to select and transfer sales orders based on customer names, date ranges, ship via, or a list of sales orders from multiple systems, such as online retailers with several ecommerce sites.  Similarly, if you are a distributor or manufacturer filling many orders every day, you will know how QuickBooks’ one-at-a-time invoice processing can become tedious and, given the manual effort required, even error prone.  Our Bulk Transfer solution automates much of the sales order-to-invoicing process, giving you much greater control while accelerating invoice management.  To avoid duplicates you can validate sales orders prior to import.  Then take control of invoice numbering.  Choose to match the invoice to the sales order number, use the default QuickBooks sequence, or set your own sequence.  Our Bulk Transfer of Sales Orders to Invoices solution will help any QuickBooks-enabled business that processes large numbers of sales orders every day to get greater control of the invoicing process, increase productivity, and reduce errors when compared to the QuickBooks one-at-a-time invoicing procedure.

KEY FEATURES

  • Increase productivity by bulk transfer of sales orders compared to QuickBooks one-at-a-time procedure.
  • Dramatically cut invoice processing time.
  • Avoid error associated by eliminating manual steps.
  • Flexible criteria: select sales orders by customer name, date ranges, ship via or list of sales orders from multiple systems such as ecommerce orders.
  • Avoid duplication by validating sales orders prior to import.
  • Flexible invoice numbering: map to sales order numbers, use the QuickBooks default sequence or set your own sequence.
  • Review progress with import status report.
  • Close imported sales orders automatically and link to invoices.
  • Ideal for distributors, manufacturers, ecommerce, or any company with a large number of daily sales orders.

Key Benefits

  • Increase productivity and dramatically cut invoice processing time compared to QuickBooks one-at-a-time sales order to invoicing procedure.
  • Flexible criteria: bulk transfer sales orders based on customer name, date ranges, ship via or consolidate a list of sales orders from multiple systems.
  • Take control of invoice numbering: match the sales order number, use QuickBooks default numbering sequence, or set your own sequence.

How It Works with QuickBooks

Transferring sales orders to invoices in bulk automates the sales order to invoicing process.  Select sales orders for invoicing based on customer name, date ranges, ship via or list of sales orders from multiple systems.  Validate sales orders and eliminate duplicates prior to transfer.  Bulk transfer of sales order will dramatically increase productivity for distributors, manufacturers, ecommerce, or any company with large numbers of daily sales orders.

Details

Our Bulk Transfer of Sales Orders to Invoices solution will help any QuickBooks-enabled business that processes large numbers of sales orders every day to get greater control of the invoicing process.  By automating the bulk transfer of sales order companies one-at-a-time transfer and associated manual tasks.  Free up time while simultaneously improving invoice accuracy and shortening your daily sales outstanding.