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