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Virtual invoice for Inventory

after completing setup you should have a green checkbox with the word connected next to your QuickBooks icon and this will propagate changes across your Katana dashboard those changes will take place on the cell screen and the buy screen in the cell screen what you'll see here is a new column that's called invoice and on this column you'll see a status of an invoice as it's related to a sales order you'll also see a drop down menu for items or sales orders that don't have invoices where you can then choose to create an invoice that create invoice option is also available inside of the sales order itself so if you need to work inside of the document you can do it right here inside of the sales order now for the buy screen for purchasing or purchase orders you'll also have a new column that's called bill which will provide a link to a built that's been created in QuickBooks or if you don't have an Associated build tied to the purchase order you can then create one here in the same way that the invoice function works inside of the PO itself that option is also equally available for outsourced purchase orders the same applies you have a bill with the option to create one and that option is equally available inside of the outsourced purchase order itself now when you're actually doing the process for creating an invoice it'll look somewhat like this which is the drop down generate create invoice in the background starts working and then it will update and say an invoice has been created and a hyperlink which is linked to the sales order has been established so once I choose this link it will then go into my Quickbooks dashboard where I can then see exactly what does my QuickBooks invoice look like customer customer email billing address the items with the price including the tax that we mapped earlier in the setup process and the total balance due you can make any edits you need to this invoice save it and send it no big deal for the purchase orders works exactly the same way you can generate or create a bill directly from this screen and in the background it creates a bill generates a hyperlink directly to QuickBooks where you can then view that specific bill that's tied to that purchase order and there you'll also see information about the supplier the items as well as the totals associated with the purchase order now when it comes to the workflow for any of the use cases where you are doing in accounting with inventory when we discussed earlier during the setup process what does it mean that your inventory balance which we've mapped during the setup process will drop by the value that's being sent out whenever a sales order is delivered and that basically applies to any of these sales orders with their delivery status being adjusted to delivered this would also apply to some that are delivered but also those are that are fully delivered for Simplicity we'll just select that oh this is probably not a good example here I'll go ahead and deliver this one instead so see that with some batch numbers and then send that one out boom just like so so all of the sales orders that are listed as done that are delivered here whatever the value of the products that are being shipped out are will reduce from your inventory account and will be added to your cost of goods sold account so that information will be made available on your income statement at the end of your accounting period that is the overall overview of our Katana and QuickBooks integration hopefully that will give you everything you need to get set up for success in using Katana with QuickBooks