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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Export QuoteWerks documents to Peachtree as:

"Invoices" or "Sales Orders"

QuoteWerks orders can be exported to Sage 50 (Peachtree) as Invoices or Sales Orders.

"Purchase Orders"

QuoteWerks orders can be exported to Sage 50 (Peachtree) as Purchase Orders.

When transaction is Exported to Peachtree, use the following date:

When the document is exported to Sage 50 (Peachtree), select the date that you want to appear as the date on the invoice/Sales Order/Purchase Order.

Purchase Orders:

Export Purchase Order(s) for Sales Order(s)/Invoice(s)

When the export is performed, QuoteWerks can also automatically create a purchase order for each different vendor in the order/invoice that you are exporting.

Invoices/Sales Orders

Select the default Accounts Receivables account number to be used for Invoices and Sales Orders.

Purchase Order Ship to location

When QuoteWerks creates the purchase orders in Sage 50 (Peachtree), this setting will determine what ship to address is used on the purchase orders.

 

For information on the next tab, see Mappings Tab.

 

Related Topics:

Setting Up the Import/Export Sage 50 (Peachtree) Link