Enhancements in the Accounting Status section for the AccountingLink with QuickBooks Online

The Accounting Status section has been updated to include new fields, such as the ERP Account/File, Post Status, and Status Message fields. These additions provide more detailed and comprehensive information.

Details

The Accounting Status section has been updated for the following project items and transactions:

• Prime contracts

• Prime invoices

• Bills

• Sub invoices

• Miscellaneous expenses

• Labor timecards

In addition, the Post Status has been added to the Filters menu of the listing page for the above items and transactions.

How it works

1. Go to Projects and select the appropriate project in the Quick Select section.

2. Select one of the following options:

   • Prime Contracts

   • Prime Invoices

   • Bills

   • Sub Invoices

   • Misc. Expenses

   • Lbr. Timecards

3. Optionally, select Filters > Post Status to refine your results based on the posting status of the items.

   

4. Select an item from the list.

5. In the Accounting Status section, review the new fields.