Pushing Vendor Invoice or Check Request to QuickBooks Vendor Billing

Guide Steps

In order for this process to work several things need to be in play:

  1. The Vendor must already be a Vendor in QuickBooks
  2. The Project must already be in QuickBooks
  3. 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

Sending to QuickBooks

Navigate to the Vendor Invoice or Check Request that you would like to send


From Actions select Send To QuickBooks