Select the Orders to work with

Click the Load Orders button to retrieve the orders from QuickBooks. The following screen shows that three sales orders have been retrieved (loaded).

As we have seen earlier (and is described in more detail in the Grid chapter) you can modify the grid display to include the fields that you want, and to sort by any column. In the following example we have added the Ship Date column by right clicking on the column headers and dragging Ship Date to the grid, and then we clicked on the Ship Date column header to sort by ship date.

If you wish to process only certain orders you can select those orders by clicking on them (see the Grid chapter for details on how to select multiple lines) and clicking the Process Selected button. If you wish to work with all of the orders displayed, click Process All.