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Using customer jobs on invoices with the QuickBooks for Windows sync

In QuickBooks for Windows (QBW):

  • A customer is anyone who pays you for goods or services
      • Invoices created under customers are listed under customers.
  • A job is a specific project or scope of work that you want to track.
      • Invoices created under jobs are listed under the job as well as the Customer.

In Bill.com:

  • A customer will sync as a customer record
      • Customer invoices sync to the customer record
  • A job (sub-customer) will sync as a separate customer record
      • Job invoices sync only to the job (sub-customer) record

 

Sync Example

In QBW:

  • Jobs are listed as sub-customers of customers.  An invoice created under the job is visible under both the customer and the job.  In this example, invoice #15

 

In Bill.com: 

  • The invoice will only sync to the job (sub-customer) record, and not be visible under the customer. 

 

 

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