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QuickBooks invoice creation and updates
QuickBooks invoice creation and updates

What do we create/update for an Invoice in QuickBooks?

Matt Honeycutt avatar
Written by Matt Honeycutt
Updated over 4 years ago
  • 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.

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