Invoice Summary to Quickbooks

[Megan]

Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because it is not a line item. 

[LBabayan · Accepted solution]

Hi @Megan and welcome to the Community 🎉

You can definitely export invoice summary to QuickBooks if the following FeatureGate is enabled: “QB Transfer Invoice Summary”. It works for both QBO and QBD; for Desktop it will be under "Memo", for Online it will be under "Message Displayed on Invoice". Just FYI,  configurations are enabled by the ST support team or your success manager. Hope this is helpful!