Guide Steps
In order for this process to work several things need to be in play:
- The Vendor must already be a Vendor in QuickBooks
- 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
Sending to QuickBooks
Navigate to the Vendor Invoice or Check Request that you would like to send
2
From Actions select Send To QuickBooks
3