# Purchase Orders in Tally for QuickBooks

> Build QuickBooks purchase orders on the Salesforce record the work belongs to, then save them to QuickBooks Online or email them to the vendor too. A Flow action can split an opportunity or order into one purchase order per vendor.

Source: https://gettally.io/quickbooks/features/purchase-orders

Plan: Tally Growth and Tally Scale

## What it does

- A two-step builder on Account, Opportunity or Order pages: Vendor & ship to, then Categories & items.
- Vendors come from QuickBooks (Sync Vendor); the vendor's email and address fill in.
- Category Details and Item List lines, each with a customer and a class.
- A message the vendor sees, a memo they don't, attachments for the email, and QuickBooks custom fields for purchase orders.
- The form is checked first: a vendor, at least one line, and a vendor email when sending.
- Create Purchase Orders by Vendor groups an Opportunity's or Order's products by Preferred Vendor (or a Default Vendor) and creates one purchase order per vendor, optionally pushing them to QuickBooks.

## Sync

- Salesforce to QuickBooks: purchase orders are created in QuickBooks Online, and Salesforce keeps each one with its QuickBooks id.
- QuickBooks to Salesforce: purchase orders raised in QuickBooks come into Salesforce with their line items; vendors sync from QuickBooks.

## Salesforce Flow actions

- Create Purchase Orders by Vendor

## Questions

### Where does the purchase order builder live?

It's a component you place on a Salesforce record page, such as an Account, Opportunity or Order. It opens in place on the record, so the rep never leaves the deal.

### Where do the vendors come from?

Both ways. Sync Vendor in the Tally Hub brings your QuickBooks vendors into Salesforce, and the builder's Vendor field searches that list. A vendor you add with + New vendor in Salesforce is created in QuickBooks too.

### Can I give each line its own customer and class?

Yes. Both tables, Category Details and Item List, have a Customer and a Class on every line. The Class column appears when class tracking is part of your plan.

### What's the difference between Save and Save and Send?

Save creates the purchase order in QuickBooks Online without emailing the vendor. Save and Send creates it and emails it to the vendor email on the form, with any attachments you switched on.

### Can Tally create a purchase order for each vendor automatically?

Yes. The Create Purchase Orders by Vendor Flow action groups an Opportunity's or Order's line items by each product's Preferred Vendor and creates one purchase order per vendor, then pushes them to QuickBooks and writes each QuickBooks id back to Salesforce.

### What happens to products without a preferred vendor?

They go to the Default Vendor you give the Flow action. If you don't give one, those products are skipped.

### What if QuickBooks rejects the purchase order?

The builder checks the form first: a vendor, at least one line, and a vendor email when you send. If QuickBooks still rejects it, you see QuickBooks' own reason, for example that the vendor was made inactive in QuickBooks and how to fix it, not a generic error.

## More

- All features: https://gettally.io/quickbooks/features.md
- Pricing: https://gettally.io/quickbooks/pricing.md
- Book a demo: https://gettally.io/book-a-demo