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(T0321) How do I set up the QuickBooks Link to show the job number (work order number) on the invoice?

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By default, the QuickBooks link sends invoices to QuickBooks exactly as they appear in ServiceLedger. Because QuickBooks does not have work order (i.e. job) records in the same sense that ServiceLedger does, there is no place in the QuickBooks interface to store the job number or numbers associated with the invoice.

If you would like the QuickBooks link to indicate which job the line items on an invoice come from, it is possible to configure it to include an initial line that includes the job number. If the invoice is a batch invoice for multiple jobs, only the first job number will be shown.

To set the QuickBooks link up to include an initial job number line, use the following option:


A value of '1' indicates that the initial job number line should be added, while a value of '0' indicates that the invoice should not have the extra line.

For more information on setting company options, see (T0018) How do I change a company option / global preference?.

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