A Job is equal to an Invoice in QuickBooks.
Service Date = Transaction Date
Customer Notes = Customer Memo
Crew Notes = Private Note
Job Number = Doc Number, prepended with “SM” (for example: SM1234)
Line Items and Payments map according to your configured mapping.
Moving / Packing Services create a description that also includes the number of Trucks and Crew.
QuickBooks invoice creation and updates
What do we create/update for an Invoice in QuickBooks?
Written by Matt Honeycutt
Updated over 5 years ago