Using QuickBooks Locations with Knowify

If you use QuickBooks “Locations” feature, you can tag each job in your Knowify account with a Location so it pushes over with your transactions. To do this, first go to your QuickBooks module in Knowify:

Screen-Shot-2018-01-23-at-3.44.01-PM Using QuickBooks Locations with Knowify

Then go to your Job Defaults tab at the top of the screen, where you’ll be able to choose a location per each job. In this example we’ll use the Brian’s Boats job:

Screen-Shot-2018-01-24-at-10.04.43-AM Using QuickBooks Locations with Knowify

Once this is set, you can create invoices in Knowify, and when they sync to QuickBooks, it will automatically tag the location.

Knowify:

Screen-Shot-2018-01-24-at-10.19.32-AM Using QuickBooks Locations with Knowify

QuickBooks:

Screen-Shot-2018-01-24-at-10.19.50-AM Using QuickBooks Locations with Knowify

The same goes for time entries. See the following entry for Paul Simon against this job in Knowify:

Screen-Shot-2018-01-24-at-10.21.30-AM Using QuickBooks Locations with Knowify

When it syncs to QuickBooks Weekly Timesheet, it will include the location:

Screen-Shot-2018-01-24-at-10.22.24-AM Using QuickBooks Locations with Knowify

 

If you have more questions on this, please reach out at support@knowify.com and we’re happy to help!