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How can I replace the QuickBooks Bill “Ref. No.” field with the Tenrox Expense Report Tracking Number?

With the addition of Export Tenrox Expense Report Tracking Number to QuickBooks Bill “Ref. No.” field. option within the Invoice Export Options section of the QuickBooks Live Integration Properties tab it is now possible to replace the QuickBooks Bill “Ref. No.” field with the Tenrox Expense Report Tracking Number.

The option provides flexibility to opt-in to these mappings wherein the Tenrox Expense Report Tracking Number can now be shown as the Ref. No. in QuickBooks, without disrupting the out-of-the-box, default mappings.

Use case: Mark is tasked with setting up the Tenrox/QuickBooks integration so that the Tenrox Expense Report Tracking Number matches the Quickbooks Ref. No. as opposed to mapping to the MEMO box. He can easily accomplish this task by checking the Export Tenrox Expense Report Tracking Number to QuickBooks Bill “Ref. No.” field box.

Version Note: Available as of Tenrox 2018 R1 SP10.

Note: This option is not selected by default and the the QuickBooks out-of-the-box behavior remains as is unless selected.

1. Access Accounting System

  1. Click Settings from the Icon bar.
  2. Select Financial.
  3. Click System.
  4. From the Financial System page click Accounting to access the Accounting System page.

2. Access QuickBooks Live Integration Properties page

  1. From the Accounting System click Company Setup.
  2. Select the desired company name from the available list.
  3. From the General tab of the Company Edit page select Properties to access the QuickBooks Live Integration Properties page.

3. Make your Selection

  1. Select Export Tenrox Expense Report Tracking Number to QuickBooks Bill “Ref. No” field box.
  2. Click Save.

4. View your Changes

  • After Posting a Payable Batch to Quickbooks, view the results in Quickbooks.

Note: The REF. NO field in Quickbooks has a limit of 20 characters. In situations where the Tenrox Expense Report Tracking Number exceeds 20 characters, the REF. NO will be left-truncated.

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