1.When are sales orders (SOs) and purchase orders (POs) pushed from Katana to QuickBooks Online?
To give you more control over the process, we do not automatically push orders from Katana to QuickBooks Online. You can push orders to QuickBooks by clicking on Invoice all for an SO or Bill all for a PO in Katana.
2. Can I import my customers and suppliers from QuickBooks Online to Katana?
Yes. During the initial connection, you can select to import your customers and suppliers from Katana to QuickBooks. The contacts are later matched when orders are pushed from Katana to QuickBooks.
3. Should I add new contacts to Katana or to QuickBooks Online first?
Both approaches work. When you add a new contact to Katana, then this contact is automatically created in QuickBooks once a related SO or PO is pushed to QuickBooks. You can then add additional info to the contact card in QuickBooks if necessary.
If you add a new contact to QuickBooks, you can click on the Open configuration button inside Katana's Integrations page and then click the Data transfer tab. Duplicates will not be created for previously imported contacts.
4. Does Katana create POs in QuickBooks Online?
No. Katana creates bills in QuickBooks, not POs.
5. Does Katana automatically sync inventory levels to the balance sheet accounts in QuickBooks Online?
Yes, depending on what you choose to sync from the configuration page inside Katana.
6. Is it possible to push invoices from QuickBooks Online to Katana?
No, you can only push SOs from Katana to QuickBooks as invoices, not the other way around. We recommend creating SOs in Katana first and then pushing those as invoices to QuickBooks to manage the payment process and record your revenue.