Sign in

Adding Chart of Accounts to Items used on bills or invoices.

OVERVIEW

If you sync with Intacct or Xero, you have the option to add Chart of Accounts to Items used on Bills or Invoices.

TIP

  1. Hover over the gear icon, and then click Settings
  2. Under Accounting section, click Preferences
  3. Click the edit icon
  4. To stop using this feature, select "No"
  5. Click Save

NOTE

By default, "Yes" will be selected by default for "Show Chart of Accounts on Bills and Invoice Items".

Have more questions? Submit a request
Powered by Zendesk