On the right hand column of the Settings > Integrations > QuickBooks page you can modify the Order Detail Options including :

1. Shipping Methods
2. Terms
3. Customer Types
4. Class
5. Sales Tax
6. Invoice Templates
7. Sales Order Templates

Please note that the lists on this page need to exactly match the corresponding lists in QuickBooks for orders to synch.  


After configuring your lists, you can setup your Companies to have non-default options for any of these attributes.  In a Company Overview, in the top Details module, click on the blue triangle next to Order Options.  TurnLink will display the current settings for that Company.  By clicking the edit icon, you can change the settings for that Company Overview.

You can also batch assign these settings.
  - Begin on Advanced Search, filter your companies by attributes on the left and then click Go.
  - Above the Search Results on the right, select 'Direct Order Options' in the Push Results To dropdown and then click Go.

  - Move all of the companies from your search that you would like to assign the option for to the right mover box.
  - Select the type of option that you want to assign to these companeis from the dropdown of available Order Options below the box.  This will cause the second dropdown to display the selections you have added for that option.
  - Select the value in the second dropdown that you wish to assign to all of the companies and click Modify to save the changes.

 (In this picture we are assigning the Sales Order Template 'PetSmart SO Template' to the 1000 PetSmart locations listed in the mover box).

You can adjust your order detail options by going to Setup > Integrations > QuickBooks:

Once there, open the 'Order Options' drop down:

From here you can add, edit, delete, and set defaults for:

1. Shipping Methods
2. Terms
3. Customer Types (function as the Primary Tag in TurnLink)
4. Class
5. Sales Tax
6. Invoice Templates
7. Sales Order Templates

**Lists on this page need to be an EXACT TEXT MATCH to the corresponding lists in QuickBooks for synchronization to work.**

Once done, scroll to the bottom and click 'Save':

 

After configuring your lists, you can setup companies to have non-default options from within their Company Overview  via 'Modify > Order Options': 

You can also batch assign order optioins via Advanced Search. Filter your companies by attributes on the left and select 'Push Results To > Direct Order Options':

Move all of the companies from your search that you would like to assign the options for to the right mover box and click 'Select Companies':

Select the options you want to assign and click 'Update Order options':