QuickBook Vendor Search

Accounts Payable Menu -> Vendor Information -> QuickBook Vendor Search

When integration with QuickBooks is configured in Integrated Accounting, the SRM Vendor Names must be setup to match the Vendor Names in QB in order to link the Vendor Accounts in the two applications.
This 'QuickBook Vendor Search' search utility can be used to access the QuickBook Vendor list and to select the relevant supplier. Selecting the QB Vendor will then:

  1. change the SRM 'Vendor Name' to match the QB Vendor Name to link the accounts.
  2. rename the SRM 'Account#' field name to the “QB Account ID” populating it with the QB Vendor ID assigned by QuickBooks.

Note: This 'QuickBook Vendor Search' utility to select and link the vendors, can also be accessed from the button on the window on the 'QB Account ID' field.

Validate QB Vendor Accounts:
The VALIDATE button is provided on the Vendor Information screen when QuickBooks integration is enabled to launch the Vendor Validation (QB_ACCT4) utility to confirm that the vendors in SRM matches the vendors in QuickBooks.

Topic Keyword: QB_VSEL (7041)
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