Hexicom allows you to easily export your Purchase Orders (POs) to QuickBooks Online in just a few steps. This helps streamline your accounting process and ensures your records stay up to date.

Before You Begin

Before exporting any Purchase Orders to QuickBooks Online, you must first ensure that each of your Accounting Codes in Hexicom (that are marked as Purchase Codes) also exist as Services in your QuickBooks Online account.





To do this:

  1. Log in to your QuickBooks Online account.
  2. Go to Sales > Products and Services from the left-hand menu.
  3. Click the “New” button in the top-right corner of the Products and Services page, then choose “Service”.
  4. In the “Add a new service”panel:
    • Name: Enter the exact same name as the corresponding Accounting Code in Hexicom (Settings Wheel → ePrint MIS > Accounting > Accounting Code).
    • Scroll down to the Purchasing section.
    • Check the box for “I purchase this service from a vendor.”
  5. Click Save and close when you're finished.

Repeat this process for every Purchase Code in Hexicom that you plan to use when creating Purchase Orders. Matching these ensures your data syncs correctly and prevents errors during export.


Step 1: Open the QuickBooks Export Pop-up

You have two options to open the export tool:


  • From an individual Purchase Order or the Purchase Order List view, click the QuickBooks icon.

  • Or, go to ePrint MIS > Accounting > QuickBooks Online to access the same export pop-up.


Step 2: Select Purchase Orders for Export

In the pop-up window:


  1. Select Purchase Orders at the top of the window.

  2. Click the Export button at the bottom.

This will load a list of Purchase Orders that have not yet been exported to QuickBooks.



Step 3: Choose Which POs to Export

From the list that appears:


  • Use the checkboxes to select one or more Purchase Orders that you want to send to QuickBooks.


Step 4: Export to QuickBooks

Once you have selected the POs you want to export:


  • Click the Update on QuickBooks button at the bottom of the pop-up.

A confirmation message will appear indicating that the export was successful.



Step 5: Verify in QuickBooks Online

To confirm the export:


  • Log in to your QuickBooks Online account.

  • Navigate to the Expenses section.

  • You will see the exported Purchase Orders listed there.

Note: Only Purchase Orders that have not already been exported will appear in the QuickBooks Online export pop-up list in Hexicom.