If you begin doing a new type of work, say Lighting, for example, you'll need to create a new Cost Code to track this type of work in your accounting. To do this, you'll need to create a Service in QuickBooks. This tutorial will walk you through how to create that Service and link it with a Cost Code in SynkedUP.
Step by Step:
Step 1:
Log into your QuickBooks account and hover over Sales in the main menu, then select Products and services.
Step 2:
Click on the green New button.
Step 3:
Choose Service.
Note:
Only Services sync with SynkedUP, so don't select any of the other options.
Step 4:
Name the Service, then hit Save and close.
Step 5:
Now log into SynkedUP and go to System Setup, then Cost Codes.
Step 6:
Click on the green Add from QuickBooks Online button.
Step 7:
Your new Service will show up in the list. Click on it, then click Add Cost Code.
Note:
Sometimes it takes a few minutes for QuickBooks to sync with SynkedUP and for the Service to show up in the list. Try refreshing your browser, then wait and try it again if it doesn't show up.
Step 8:
Hit Save in the upper right-hand corner and you're done!
That's it for creating a Service and linking it to a Cost Code.
If you run into issues or have questions, let us know in the blue chatbox!