Guide Steps
This has the following conditions in order for this to work:
- The Project must already be in QuickBooks
- Every line item must have a Cost Codes on each line item and it must also match description to description to the Value Lists {need to look up what this is actually called in QB} in QuickBooks
1
Navigate to the Billing (or Budget Billing) that you would like to send
2
From Actions select Send To QuickBooks
3