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Tracking Project in QuickBooks

There are two options you can choose for EzzyBills to export project data on a bill to QuickBooks

  • Method 1: User to assign Project  during approval
  • Method 2: EzzyBills automatically determine the Project if it is on the invoice.

Method 1: Users assign Project  during approval

  • Enable Approval Workflow

    You will have the option to choose one-level or two-level (2-people) approval process.

  • At the time of approval (Email approval or web), fill in the tracking code with the project, in the format of (customer:project), or select from the drop-down list and then click Submit.

Then the bill will be exported to QuickBooks with the Project Number in the format of Customer:Project

 

Method 2: auto tracking

If the Project number is on the invoice, you can change a setting in EzzyBills so that the Project number can be extracted.

For example, on the bill, the project number appear as

  • Login EzzyBills, click Settings, then Advanced Options.  In the setting for Tracking Keywords, add the keyword before or above the Project number. Click Save Settings.

Then the bill will be exported to QuickBooks with the Project Number in the format of Customer:Project