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Customer: Jobs and QuickBooks

OVERVIEW

In QuickBooks:

  • A customer is anyone who pays you for goods or services
  • A Job is a specific project or scope of work that you want to track.

In Bill.com:

  • A Job (sub-customer) will sync as a separate Customer record

SYNC EXAMPLE

IN QUICKBOOKS

ACME is a customer that has two completed jobs (Build and Consulting) with differing expenses. In QuickBooks, two jobs (sub-customers) would be set up to keep track of the expenses.

 

IN BILL.COM

Both the Customer (ACME) and the Jobs (Build and Consulting) sync as individual Customer Records.

 

Note: Each Customer record of a sub-customer will list the Parent Customer.

  • The customer record must be in edit mode to view the details

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