Exporting to Quickbooks on a Location level

martha_w1w
New Contributor

Looking forward to seeing the invoices sent to QuickBooks by location under the main account owner.

3 REPLIES 3

DianaK
Contributor

Here is a video explaining how it works. (Note this is QBD only and not QBO) 

LBabayan
Community Manager
Community Manager

Welcome to the Community and congrats on your first post, @martha_w1w🎉

If you're using QBD, there are a few ways of exporting to QuickBooks Desktop - on the customer level, on the customer:jobs level, and on the customer:jobs:location level. You can export to customer level only with QuickBooks Online, though. 

LBabayan
Community Manager
Community Manager

Navigate to the Settings gear icon in your ST account > Integrations > QBD > you can find Customer Mapping and change it to Location level.