Automatic Tracking for QuickBooks Online Users

EzzyBills does Automatic Tracking for QBO users – support the tracking of Class, Customer, and Location. 

Summary: When Ezzybills processes an invoice,  tracking information can also be extracted as long as such information is available on the invoice, or there are other data that can help us determine the tracking information.

In two ways, EzzyBills does job tracking for QuickBooks Users

  • Method 1: User assign ClassCustomer, or Location during approval
  • Method 2: EzzyBills automatically determine the tracking.

Method 1:

Method 2

1) Class: working from the Tracking Keyword in EzzyBills Settings
2) Customer: working from the Tracking Keyword in EzzyBills Settings. If the customer is not found, use the Invoice To address block
3) Location: working from the Tracking Keyword in EzzyBills Settings.  if not found,  use the Invoice To address block.

To enable the Invoice To address block, you need to enable in Custom settings: adding “InvoiceTo” to the TrackingType (see screenshot below)