When are the Sales orders and Purchase orders 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 (QBO). You can push orders to QBO by clicking on Create invoice for a Sales order (SO) or Create bill for a Purchase order (PO) in Katana.
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 QBO. The contacts are later matched when orders are pushed from Katana to QBO.
Should I add new contacts to Katana or QuickBooks Online first?
Both approaches work. When you add a new contact to Katana, then this contact is automatically created in QBO once a related Sales or Purchase order is pushed to QBO. You can then add additional info to the contact card in QBO if necessary. When you add a new contact to QBO, you can go through the reconfiguration flow for the integration is Katana (Settings screen > Integrations > Reconfigure for QBO), where you can retrigger the import for customers and suppliers from QBO to Katana. Duplicates will not be created for previously imported contacts.
Does Katana create Purchase orders in QuickBooks Online?
No. Katana creates bills in QBO, not Purchase orders.
Does Katana automatically sync inventory levels to the balance sheet accounts in QuickBooks Online?
If the Accounting with inventory option is chosen for the integration setup, purchases and sales will increase and decrease the inventory account respectively.
If the Simple accounting option is chosen, sales and purchases are recorded directly to your selected revenue and expense accounts in the Income Statement.
The integration doesn't currently have the functionality to send operation costs of manufacturing and stock adjustments to QBO. However, you can easily record those changes by manually creating journal entries in QBO based on data available in Katana. Read more.
Is it possible to push invoices from QuickBooks Online to Katana?
No, you can only push Sales orders from Katana to QBO as invoices, not the other way around. We recommend creating Sales orders in Katana first and then pushing those as invoices to QBO to manage the payment process and record your revenue.