EDI to QB for Sales Invoices USE CASES

From UG

Contents 1 Business Story 2 Use Cases 2.1 UC1: set time of creating of batch file 2.2 UC2: set visibility of QB dashboard panel 2.3 UC3: initial steps 2.4 UC4: view and download batch file 2.5 UC5: review info from batch file 2.6 UC6: upload info into QB 2.7 UC7: confirm in CT2 the successfull import into QB

Business Story

Accounting operator Clark Kent in NY Jaguar Office responsible for daily upload of Sales Invoice (and Credit Notes) into QuickBooks.

Use Cases

UC1: set time of creating of batch file

UC2: set visibility of QB dashboard panel

UC3: initial steps

UC4: view and download batch file

UC5: review info from batch file

UC6: upload info into QB

UC7: confirm in CT2 the successfull import into QB