![]() This setting will allow you to decide whether the QuickBooks Invoice pulls the ServiceTrade shipping address to the "Ship to" field on the QuickBooks Invoice.įor each of the transaction and ship date settings, you have three choices: Always the ServiceTrade Invoice number - The synced Invoice in QuickBooks will get the ServiceTrade Invoice number.For example, when you create and send an estimate, customers won’t be able to approve or make deposits online directly from the estimate. If you switch back, you won’t be able to use features that only come with the new estimates and invoices. At the top right of the form, select Old layout.We also recommend sticking with the "Old Invoice View.":.Customer Transaction Numbers should be enabled.įollow the instructions below in QuickBooks Online.If Always the ServiceTrade invoice number - The QuickBooks Custom Transaction Number Toggle must be 'On.' The synced Invoice in QuickBooks will get the ServiceTrade Invoice number.Customer Transaction Numbers should be disabled.If Set By QuickBooks - The synced Invoice in QuickBooks will automatically get the next QuickBooks Invoice number.This is not a setting related to a customer. This setting is related to when a new Item (not in QuickBooks) is added to ServiceTrade and is created in QuickBooks during a Sync. Whether to charge Sales Tax on Invoice Items is determined by.Įxpense and Revenue Account for New Items.Use Customer's Preferred Delivery Method for Invoice (QuickBooks Desktop only).The Invoice Transaction and Ship date is.(QuickBooks Desktop only).Invoice Status (QuickBooks Desktop only).Payment Terms (QuickBooks Desktop only).Expense and Revenue Account for New Items.Once you are done configuring your settings click Save Configuration.Ĭlick the links below to navigate to the relevant setting menu:.The sections below will detail how each of the settings affects the connection. This will take you the Configure QuickBooks Connection menu.Use the following articles to Connect QuickBooks.Ĭonnecting QuickBooks Online to ServiceTrade Connecting QuickBooks Desktop to ServiceTrade If don't see a Configure QuickBooks button, you need to Connect QuickBooks to ServiceTrade.Find and click the Configure QuickBooks button.Then click to expand the Integrations accordion.To configure these settings, click Account Settings in ServiceTrade. ![]() These settings affect all Invoices sent from ServiceTrade. Global settings for the QuickBooks integration are configured in your ServiceTrade account. After the initial import of your data into ServiceTrade, we recommend that ServiceTrade be your starting point going forward, for all new customers, Items, locations, etc.Ĭonfiguring QuickBooks Integrations Settings.A primary example of this is a full Item list import to update pricing only. Additional bulk imports into ServiceTrade may be performed on a periodic or special event basis, but are a manual, human-initiated process, not a sync. Data exports from QuickBooks are bulk imported usually as a one-time event during your ServiceTrade setup process. ![]()
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