Payrecon Accounting Integrator Tutorial - How To Pass Invoice to SQL
Still manually keying invoices into SQL Accounting 😫?
Let me show you how to sync invoices into SQL Accounting Software automatically 🤩!
Step 1:
First, go to “Order”. Then click on “Carrier Manifest”.
Step 2:
Next, select the manifest you want to send to SQL.
Select the order.
Tick the order number you want.
Click “Send To Accounting”.
Step 3:
Click “Show Invoice List”
Make sure the order send to accounting display at here.
Step 4:
Open Payrecon Accounting Integrator and Login.
Step 5:
Click “Manifest Invoice” .
Click “Get Latest List”. It will capture the invoices from the “Show Invoice List” in the Manifest.
Step 6:
Click “Submit To Accounting”.
Step 7:
After the upload is successful, a “Successfully Submitted” message will pop up.
You can check the invoice number has been updated in the list.
Extra 1:
If you want to review the invoice you just passed to SQL, you can log in to SQL.
In the Sales tab, click Invoice.
Extra 2:
You can see the invoice you just created.
After clicking in, you can view the sales details.