simPRO - QuickBooks Time Integration - SyncEzy Portal User Guide - Import Jobs/Quotes to QuickBooks Time

simPRO - QuickBooks Time Integration - SyncEzy Portal User Guide - Import Jobs/Quotes to QuickBooks Time



Integration Portal User Guide

simPRO  - QuickBooks Time Integration - Import Jobs/Quotes to QuickBooks Time



Another function in the QuickBooks Time Sync Portal is an option to selectively import new Jobs and new Quotes. This feature is useful if you do not find the newly created Jobs or Quotes in simPRO imported to QuickBooks Time.

Import Jobs


Enter the Job Number (just the number, no J or Job preceding it). Each Job number should be entered in a new line.

Select "Import Jobs to Quickbooks Time"

The Job should now show up in QuickBooks Time



Import Quotes


Enter the Quote Number (just the number, no Q or Quote preceding it). Each Quote number should be entered in a new line.

Select "Import Quotes to Quickbooks Time"

The Quote should now show up in QuickBooks Time




Our portal automatically does this every 15 minutes but if you have just created a new job/quote, or made a change to an existing job/quote, and want it imported into QuickBooks Time immediately use this function.

 




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