By using this web site, you agree to all terms and conditions for acceptable use.

ServiceLedger KnowledgeBase Knowledgebase Home Page > ServiceLedger > Technical | Contact Us

Search the Knowledge Base Browse by Category

ServiceLedger provides this content as-is for self help support purposes. ServiceLedger assumes no liability for any steps you take based on the directions in our knowledge base, and assumes that you have the knowledge to determine whether a given step is appropriate for your situation. Certain solutions can affect third-party software that ServiceLedger relies on or integrates with; it is your responsibility to consult with the documentation or publishers of such third-party software to understand whether any changes suggested here will have negative effects on other applications.


(T0326) QuickBooks Link - Controlling What Shows in the Bill Memo Field

Would you like to...

Print this page
Email this to a friend

Applies to:

  • ServiceLedger 2013

The QuickBooks Link allows you to configure what data should be transerred to the memo field when exporting bills to QuickBooks. By default, ServiceLedger leaves this field blank.

If desired, you can override this default to cause it to always show a specific number, show a combination of both numbers, or any of several other possibilities.

To adjust the information transferred in this field, you will need to add or edit the following company option:

quickbooks.bill.memo_format

See (T0018) How do I change a company option / global preference? for more information on adding or editing company options.

If this option is present, it can be set to any, or a combination of, the following values:

  • :ref_number - the bill's reference number
  • :bill_number - the bill's bill number
  • :po_number - the PO numbers of any purchase orders associated with the bill
  • :ticket_number - the WO numbers of any work orders associated with the bill
  • :vendor_number - the bill's vendor's vendor number

For example: to simply always display the ServiceLedger bill number in this field, you could set the option as follows:

:bill_number

An example of combining these options is as follows: if the option is set to:

:bill_number - :ref_number

then you would see a reference number in QuickBooks that could look like '3285 - I15883166'.

Note:The bill number and/or reference number are usually placed in the QuickBooks bill's reference number field, so it may not be necessary to place them here. See (T0325) QuickBooks Link - Controlling What Shows in the Bill Reference Number Field for details.


Related Questions:

Attachments:

No attachments were found.


ServiceLedger KnowledgeBase Copyright © 2019 support.serviceledger.com
Powered by AcitveKB Knowledgebase Software