06.1 Tracking Project in QuickBooks Online

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 or name, in the format of (customer:project)

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

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

If the Project information is on the invoice, you can change a setting in EzzyBills so that the Project can be extracted. For example, on the bill, the project number appears as the screenshot below:

Login EzzyBills, click Settings, then Advanced Options.  In the setting for Tracking Keywords, add the keyword adjacent to the Project Number. Click Save Settings.

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