Overview
The Customer column in Purchase Orders allows you to designate specific materials to a customer directly from a stock order. This feature is available exclusively for users who have QuickBooks Online (QBO) integrated with Ply.
Requirements
- An active QuickBooks Online integration in Ply
- The Customer Integration feature must be enabled in your Accounting Settings
How to Enable Customer Integration
- Go to Settings in Ply
- Navigate to Accounting Settings
- Toggle on Customer Integration
Once enabled, the Customer column will appear in your Purchase Orders.
How It Works
The Customer column in Ply is populated through a sync from QBO. Here's how the flow works:
1. Create your Purchase Order in QBO and designate the parts to a specific customer using QBO's customer designation feature.
2. Sync the PO to Ply using the "Sync PO" option.
3. Once synced, the customer value will automatically appear in the Customer column inside the PO in Ply.
⚠️ Note: You cannot manually type a customer name directly into the Customer column from Ply. The value must come from QBO via the sync.
Frequently Asked Questions
Can I use the Customer column if I don't have QBO? No, this feature is only available for QBO users.
I have QBO connected but the column isn't showing. What do I do? Make sure the Customer Integration toggle is enabled in your Accounting Settings (see steps above).
I added a customer in QBO but it's not showing in Ply. Try syncing the PO again from Ply. If the issue persists, contact our support team at support@getply.com.
Need Help?
Reach out to us at support@getply.com and we'll be happy to assist!