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Enabling Prospect CRM's Sales Order IDs for QuickBooks Commerce
Enabling Prospect CRM's Sales Order IDs for QuickBooks Commerce
Use Prospect CRM's order numbers when confirming orders into QBC instead of allowing QBC to generate its own.
Isobel Honour avatar
Written by Isobel Honour. Updated over a week ago

Please note: QuickBooks Commerce was formerly TradeGecko.

QuickBooks Commerce allows integrations to set their own order numbers or allow QuickBooks Commerce to generate the order number. To avoid QuickBooks Commerce from distributing duplicate order numbers if you have multiple integrations posting orders into QuickBooks Commerce, use our system option to allow Prospect CRM to generate unique sales order numbers instead!

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

  • Your Prospect CRM system needs to be integrated to QuickBooks Commerce and you need to be a QuickBooks Commerce customer

Step 1: Open Settings

In the navigation menu, head to 'Settings' then 'System Settings'.

Step 2: Search for the Setting

Use the search bar to search for 'Sales Order ID' then hit enter.

Step 3: Change Settings

Choose if the ID comes from Prospect CRM or QuickBooks Commerce, and change the format of your Order Numbers.

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