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SAGE supports exporting Order Management documents to the desktop version of QuickBooks Premiere (recommended), or QuickBooks Online. When using QuickBooks Online there are a few important considerations.
To connect to QuickBooks Online, go to Tools | Settings | QuickBooks in the SAGE Workplace Windows app. Select Online Version and click the Connect button. This will walk you through the QuickBooks Online connection wizard.
Important Notes about QuickBooks Online Edition Integration:
QuickBooks Online Edition provides a subset of functionality as compared to the desktop version. As a result, there are some functions that are not supported in the export from SAGE Workplace Windows app because QuickBooks Online Edition does not support those functions.
- QuickBooks Online has several subscription levels. For promotional products distributors, we recommend QuickBooks Online Plus or higher. The Plus version is needed to support generating purchase orders (POs) and also allows for two-sided items (note: two-sided items can be linked to two accounts, for both expense and income which is generally necessary to expense transitions for businesses reselling items to customers).
- Purchase Orders, Invoices, and Sample Orders are supported.
- Invoices are called "Sales".
- POs are called "Expenses".
- Sales Orders are called "Estimates".
- Sample Orders will be treated as POs.
(NOTE: The Purchase Order functionality is not currently supported in QuickBooks Online Simple Start or QuickBooks Online Essentials versions. Please refer to the following link or talk with a QuickBooks Professional for more information: https://www.quickbooks.intuit.com/accountants/compchart/)
- Sales Orders and Order Acknowledgements are not supported in QuickBooks Online Edition.
Important Company Setup Options:
- To allow support for shipping and discounts, you need to turn those options on in QuickBooks Online. Click on the Settings or "gear" icon, then click on Account and settings. Find "Sales" from the left menu and ensure that "Shipping" and "Discount" are set to On.
- The Terms setup in QuickBooks Online need to match the list of Terms you have in SAGE. For example if you have "Net 15, Net 30, Net 60" setup on SAGE, you will need to setup the same list of Terms in QuickBooks Online. You can do this by clicking on the Settings or "gear" icon, then click on "All lists". Find "Terms" and click "New". Add the term name and save.
Related Articles:
Exporting from SAGE Order Management to QuickBooks
Be sure to fill in the appropiate G/L accounts in the QuickBooks settings.
Please note that SAGE Workplace only supports one tax rate at a time, so on the Canadian version of QuickBooks, you may encounter an error due to HST/GST tax rates. If the error persists, try exporting your order form without a tax rate. Once on the QuickBooks Online side, you may add the necessary tax rates to your forms.
| Type: | How To | Publish Date: | 3/15/2011 10:52:56 AM |
| Applies To: | Online | Last Updated: | 6/23/2025 9:09:23 AM |
| Platform: | All | Expiration Date: |