SynkedUP Cost Codes link with Service items in your Products and Services catalog in your Quickbooks Online account. They need to be linked before you are able to generate an invoice from SynkedUP.
If you have not yet entered any Service items, or need to enter a new one so you can link it to a Cost Code in SynkedUP, here is how:
Step by Step:
Log in to your QuickBooks Online account and on the main sidebar, first select Sales, and then Products and Services.
Click the green New button.
Note: You need to choose Service. SynkedUp will not link with the other product types.
Name the Service and hit Save and Close.
Make sure that you leave the Category field blank.
Now we're ready to jump into SynkedUp and link the Cost Code with the Service we just created.
Go to System Setup in the main sidebar and then click Cost Codes.
Click the green Add from QuickBooks Online button.
Search the name of the Service you created in QuickBooks, then click on it and hit the blue Add Cost Code button.
Hit the green Save icon button.
You can also link a Cost Code to QuickBooks by first creating it in SynkedUp and then linking it.
Name your Cost Code and then hit the blue Add cost code button.
Then follow Steps 1-4 in the first tutorial to create a new Service in Quickbooks.
Come back to SynkedUp and scroll down and find the new Cost Code in your list of Cost Codes and hit the red Link QBO Item button.
Click on your new Cost Code and then hit the blue Link & Update Info button.
That's it! You've successfully created a new Service and linked it with a Cost Code!
If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.