Q: Are sales orders (SOs) and purchase orders (POs) automatically pushed from Katana to QuickBooks Online?
A: To give you more control over the process, we don't automatically push orders from Katana to QuickBooks Online. Instead, you can push orders to QuickBooks by clicking on Invoice all for an SO or Bill all for a PO in Katana.
Q: Can I import customers and suppliers from QuickBooks Online to Katana?
A: Yes. On the configuration page, there is a tab called Data transfer, where there are 2 separate buttons for importing customers and suppliers. This can be done as often as you want, with a timestamp showing the date of the last import.
Q: Should new contacts be added first to Katana or to QuickBooks Online?
A: Both approaches work. When you add a new contact to Katana, 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 you want.
If you add a new contact to QuickBooks, you can click on the Open configuration button inside Katana's Integrations Marketplace and click the Data transfer tab where you'll see buttons for importing. Duplicates will not be created for previously imported contacts.
Q: Does Katana create POs in QuickBooks Online?
A: No. Katana creates bills in QuickBooks, not POs.
Q: Does Katana sync inventory levels to the balance sheet accounts in QuickBooks Online?
A: Yes, when data is pushed to QuickBooks from Katana.
Q: Is it possible to push invoices from QuickBooks Online to Katana?
A: No, you can only push SOs from Katana to QuickBooks as invoices, not vice versa. We recommend creating SOs in Katana first and pushing those as invoices to QuickBooks to manage the payment process and record your revenue.
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