Invoice Sync

Syncing Detailed Invoices from TimeSolv to QuickBooks

Ensure that service items selected for Interest, Discount, Adjustment, and Tax map to the service items in QuickBooks with the correct Item type.  For example, Discount Item must have Item Type to be Discount.  This choice of item types can easily be seen when a single item is added and is not obvious if Add/Edit Multiple Items is selected.

Please use the following screenshots as an example of setting up Chart of Account for Accounts Receivables and Service Items for the rest of the transactions.

Figure 1 – QBSync with Sample of Chart of Account and Service Items

invoice sync.gif
Figure 2 – QuickBooks Example of Service Items
quickbooks service items.gif
Figure 3 – QuickBooks Sample Chart of Accounts
quickbooks sample of chart of accounts