Import invoices against existing sales orders

Within QuickBooks it is possible to invoice against existing sales orders and create a link between the sales order and the invoice, similarly it is possible to achieve that when importing invoices into QuickBooks using Zed Axis.
To link an invoice to a sales order in the invoice mapping select the field called Link To Sales Order and map that to the column in your import file which contains the Reference number of the Sales Order you wish to link to.  When the invoice is imported a link will be created between the two transactions. 

Points to consider:
  • The customer on the sales order should match the customer on the invoice otherwise QuickBooks will return and error
  • The items on the sales order should match and be in the same order as those on the invoice.
  • You can only link one invoice to one sales order.
  • When importing the invoice you do not need to import the items again as they will be automatically entered from the linked sales order.


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Zed Axis does not give me an option to link the invoice to a sales order in QuickBooks. (using 8.0 version)
amandal (June 7, 2016 at 11:33 PM)
Yes this feature is only in the most recent version of Zed Axis you will need to upgrade to get that.
Steve (June 22, 2017 at 5:05 AM)
The export of the invoice does not contain the Sales Order number on the spreadsheet. Any suggestions?
rose dodson (December 18, 2017 at 6:22 PM)
Can I invoices a portion of what is on the sales order or do I need to invoice the entire sales order when invoicing against sales orders this way?
Ralph Shamah (August 23, 2019 at 9:06 PM)
You can import just a portion of the items on the invoice as long as the order of the items is the same as what is on the sales order
Steve (November 6, 2019 at 10:18 PM)
How can I import Invoices against existing sales orders while not importing the items again? It is a mandatory filed.
Joseph LEE (November 5, 2019 at 8:05 AM)

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