Suppliers, and Supplier Cards for users of QuickBooks Online
In invitbox you have Suppliers. You can call Suppliers whatever you want. For example, your supplier might be called "Carlton and United Breweries Pty Limited", but you can simply call them using a 'Preferred Name' "Fosters".
Within QBO you also have Suppliers, but to avoid any confusion we will refer to suppliers in QBO as Supplier Cards.
In QBO, when you create a new Supplier Card, you can create an alternate Display name for the supplier, as shown in the example below.
When invitbox brings back the Supplier Cards from QBO, it brings back the Display Names as shown.
Before you can export a bill from invitbox to QBO you must first link the Supplier in invitbox to the Supplier Card that invitbox has imported from QBO. In fact, you will not be able to send a bill to the Signed Off tab in invitbox without first linking.
When you first connected invitbox to QBO, invitbox imported all of your Supplier Cards from QBO. Therefore, when you create a new Supplier in invitbox, you can simply associate that Supplier with the Supplier Card from the DD list presented to you, as shown below.
If you didn't assign a Supplier Card to the Supplier when you created the Supplier in invitbox, you can assign one by going to Admin > Suppliers > edit, then selecting the supplier in question, and clicking Edit.
Processing a bill for a new supplier that is not yet set-up in QBO
If you are processing a new Supplier through invitbox that has not as yet been set up in QBO, you can create the supplier card in Invitbox (Admin > Supplier Cards > add), then click Synchronise with QuickBooks Online.
Some things to note -
You can associate multiple invitbox Suppliers with the same Supplier Card in QBO.
If you make changes to the Supplier Card details in QBO, your exports from invitbox to QBO will still complete, but for the sake of keeping the 2 systems sync'd we recommend that you refresh your Supplier Cards from time to time (Admin > Supplier Cards > Refresh)