QuickBooks is a comprehensive accounting system. Over time, some our our clients have requested we enhance our integration with special features. Because not all of these features would be desirable for every AffinityLive user, we have made them optional extras.
QuickBooks allows you to create a "Job" under a customer, where you can allocate invoices. These "Jobs" could also be thought of as sub-clients. If you enable this option in AffinityLive, we will push invoices into Jobs for a customer, rather than under the customer. Specifically:
For example, if you have a project in AffinityLive called Corporate Website Redesign and you create an invoice from that project, the invoice will push a Job under that customer in QuickBooks with the same name.
Simply select the Push job as sub-client option under the QuickBooks configuration settings.
For QuickBooks Desktop users, there is a limitation with pushing the data from AffinityLive to QuickBooks in 1 go:
If you create an invoice for a company in AffinityLive which was imported from QuickBooks, you will only have to run a sync inside QuickBooks once - this means the Customer:Job and invoice will sync through without any problems. However, if you invoice for a company that was created first in AffinityLive, then a little extra syncing is required: