Upload fresh QuickBooks exports to update the live data used by the requisition form and procurement desk.
Admin key
This is separate from the ClickUp token — it only allows updating this data, nothing else. Used for every section below.
Product Catalogue
Current live catalogue
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Select the exported file
Expected columns: Active Status, Type, Item, Purchase Description, U/M, Cost, Purchase Category (order doesn't matter — matched by header name).
Publish
Open Purchase Orders
Current live data
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Select the exported file
QuickBooks "Open Purchase Orders by Item" report, grouped by item.
Publish
Open Sales Orders
Current live data
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Select the exported file
QuickBooks "Open Sales Orders by Item" report, grouped by item.
Publish
Price History
Current live data
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Select both exported files
Both files are combined into one price history. Re-select both each time you refresh this data.
Publish
Suppliers / Vendors
Current live data
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Select the exported file
QuickBooks Desktop "Export Lists to IIF File" — Vendors (this file also contains item data, which is ignored here; only the !VEND rows are read). Hidden/inactive vendors are skipped automatically.
Publish
Publishing merges into the live data — existing vendors keep their ClickUp status/task link/spend figures; only contact/address/terms/notes refresh from the new export. Vendors already live but missing from this export are left untouched, not deleted.