Web Connect: How are you exporting invoices to QB

[CMSDave]

We are a plumbing/HVAC company fairly new to ST. We perform work for contractors as well as homeowners. Our contractors and some customers have multiple job locations. I'm wondering, How do other companies have ST Web Connect set up to export invoices? to customers or customer:jobs? We currently have it set up for customer:jobs but it seems when we are brining over deposits, using the deposit workflow method, the JE are being created properly but once the invoice comes over to QB the JE is not posting on the job level, just the customer level. Any insight would be great.  Thank you

[erinpbradley]

We used to use projects within QB to set up customers with multiple locations. When we moved to ST, we deactivated all the sub-customer accounts in QB and allow ST to fully manage location-specific information/invoices. All invoices export into QB just attached to the main customer. Hope that makes sense!

[CMSDave]

Thank you for this. This is exactly what we ended up doing ourselves. It makes the most sense for proper workflow with no work-arounds. It will just take some getting used to. Thanks again!