06.1 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: User to set project during approval

• At the time of approval, enter the project number, in the format of (customer:project)

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

Method 2: Tracking is automated based on project number on the invoice

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