Labor invoice items when grouping Labor by Project Labor invoice items when grouping Labor by Role Labor invoice items when grouping Labor by Resource Labor Invoice line item when there is no grouping and the naming convention choice is Work Type and the invoice line item does not have a work type.Grouping All by Billing Code or Labor by Work Type, and the invoice line item does not have a Work Type.Grouping All by Grouping Description and Labor Grouping is turned on.(of the organization Your Autotask instance may be configured to use one of the following terms instead:Īccount, Business Unit, Client Company, Customer, Site.) Grouping options that result in a generic item name Item names used when grouping is turned on QB will divide the amount by the quantity to get the item price. Rolled up billing items transferred to QB will show the quantity of items even if the grouped item includes items with different rates. During the transfer to QB, a generic item name is applied that will become the QB item name. If you do not itemize services and bundles, or if you group billing items in certain ways, the resulting billing items will not have billing codes that can be used as item names. NOTE Currently, the QB export does not support two sort orders: "Task/Ticket Number, then Date, then Item Type" and "Date, then Item Type, then Item". The invoice template also determines the sort order of invoice items in Autotask and QB. This way, each billing item is also a separate line item on the invoice, and your QB tax settings can be applied correctly. If you transfer invoices to QB, we strongly recommend that you do NOT roll up billing items or transfer taxes directly. We continue to make this feature available to support a number of legacy customers who depend on this workflow. IMPORTANT For the record, we strongly advise against doing this for new customers. Refer to Calculating taxes in Autotask instead of QuickBooks? (US versions only). The only way to charge the correct tax amount would be to transfer tax amounts from Autotask to QB. If you transfer such mixed grouped items to QB, however, the entire group will be non-taxable in QB, because it doesn't have access to the underlying separate billing items. The taxes we calculate will be correct even for grouped line items that may consist of taxable and non-taxable items or items with different tax rates. This is no problem if you invoice your customers from Autotask, because Autotask has access to the underlying billing items and their tax settings. Autotask lets you combine multiple billing items into one line item by grouping them into one. How to.Įach line item on the Autotask invoice will become a line item on the QB invoice. To get the invoices you want in QB, you will probably need to create one or more invoice templates that are optimized for QB invoice transfer and assign them to organizations on the Invoice Settings page. If you group multiple billing items into one line item, that one line item will be transferred to QB. Each line item on the Autotask invoice will become a line item on the QB invoice.
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