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:
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:
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.