MTS #17 D – How to Configure Quick Books Customer Jobs in SMARTSystem

Purpose:

To provide information on how to setup Customer Jobs to import into QuickBooks correctly.

Overview:

Here is the QuickBooks side and the SMARTSystem side.

  1. QuickBooks terminology for your desired setup is Customer Jobs.  Here is a link and information for you to work with:

                                  a. http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/jobs/task_job_new.html?family=pro

b. QuickBooks Instructions

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2.  On the SMARTSystem side your Customer table needs to have the names setup like this:

    a. The main office is without the semi-colons

    b. The Stores are with a semi-colon, for example KROGER: DILLIONS FLORAL #102         

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