![]() Billing Code External Number: The External Number field on a Billing Code in Autotask PSA is an optional field.For example, a labor entry on an invoice used the billing code "After Hours." Upon transfer, the invoice would only match if the corresponding item in QuickBooks was also named "After Hours." "After-Hours" would not match. Billing Code Name: Items on an invoice would match the item in QuickBooks based on the name of the billing code for the item in Autotask.The name of the billing code in Autotask PSA must match the name of the item in QuickBooks for them to map to each other. At initial synchronization, Autotask will send an email report with the results of the match to your designated QuickBooks Online mailbox. Select the field in Autotask that QuickBooks Online should use to match to the product or service name in QuickBooks Online for invoice creation. The default is 14 days.Īutotask billing code field used to match QuickBooks item name The default setting is No.Ĭalendar days in the past to look for voided Autotask invoicesĮnter the number of calendar days that QuickBooks Online should go into the past to retrieve voided invoices. When this setting is enabled, invoices in QuickBooks will be voided if they are voided in Autotask. When invoices are voided in Autotask, sync to QuickBooks? ![]()
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