Before you can create an invoice for a project, that customer first needs to be linked to QuickBooks Online. This tutorial shows you how to link a SynkedUP customer with QBO from the Mobile App.
Step by Step:
Step 1:
In the Main Menu, click on either Estimates or Projects.
Step 2:
Select a job for the customer you want to link.
Step 3:
Click on the orange plus button at the bottom of the screen, and then click the Link icon.
Step 4:
Here you have two options.
If the customer is a new one, click Push this Customer to QBO.
If this customer already exists in QBO, type in the search box to find them and click on their name. This generates a popup. Click Yes to complete the linking process.
You're done!
If you have any questions hit me up in the messaging chat box in the right corner of this screen.