What is the Purchase item type setting?
The Purchase item type setting is a setting available only for folders connected to Quickbooks, which controls whether your purchase documents exported to Quickbooks create a line in Category details or in Item details.
How does the Purchase item type setting work?
If you set the Purchase item type setting to Category, you will be able to select the Ledger account for your document and the exported document will create line(s) in the Category details section in Quickbooks.
If you set the Purchase item type setting to Item, you will be able to select the Product / Service for your document and the exported document will create line(s) in the Item details section in Quickbooks. You will also see the quantity and unit price we captured and export them too.
Can I set a default for the Purchase item type setting?
By default, your purchase documents will have the Purchase item type setting set to Category.
You can change the default for a supplier by opening a their document and clicking on Automation.
You can change the default for new suppliers in Folder Menu - Accounting & Automation - Integration.
You can change the default for all existing suppliers in Folder Menu - Accounting & Automation - Automation contacts - Mass edit.
How can I export also quantity and unit price (rate) to Quickbooks?
You can export the quantity and unit price (rate) to Quickbooks for purchase documents. Switch the Export as to Line items and Purchase item type to Item.
You will then see the captured quantity and a calculated unit price. Adjust the unit price by modifying the Net / Total amounts or quantity.
Why I don't see the quantity and unit price for Quickbooks?
Quantity and unit price for Quickbooks is available only: for purchase documents with the Export as option switched to Line items and the Purchase item type set to Item, viewed under the documents view, not approvals.
If you are not seeing the quantity and unit price for Quickbooks, check the following:
Was the document imported to Purchases?
Are in the document view?
Is the Export as view set to Line items for the document?
Is the Purchase item type set to Item for the document?
How do bill split and keyword rules work with Purchase item type setting?
When creating a reoccurring bill split, a bill split rule or a keyword rule, you will be asked to fill out either the ledger account or product / service or both. The system will then apply the one that is relevant for each particular document that the bill split or rules will be used on.