Overview
The Settings tab on a supplier record holds the accounting integration configuration for that supplier. Link the Factory supplier to the corresponding supplier record in the connected accounting package (MYOB, QBO, or Xero) so purchase orders and bills created in Factory automatically generate matching records in the accounting system.
👥 Access permissions
Only users with access to Suppliers can view or edit supplier settings. Review user roles before granting access.
📍 Location in the app
Purchasing>Suppliers> select a supplier >SettingsGlobal Search > search for a supplier >
Settings
Accounting
Link a supplier in Factory to the corresponding supplier record in the connected accounting package, so purchase orders and bill created in Factory automatically generate matching records in accounting.
Link a customer to the accounting package (MYOB, QBO, or Xero)
Select the dropdown arrow under the (accounting package) Supplier field.
Choose the correct supplier from the list.
Click anywhere on the white background outside the form to save automatically.
If the customer is not listed in the dropdown:
Select
Update accounting dataviaSettings>Integrations.If the customer still doesn't appear, they may be archived, deleted, or not yet added in the accounting package.
Do not send orders to accounting package
When this checkbox is enabled, purchase orders and bills for this supplier are not pushed to the connected accounting package, even when integration settings would normally push them.