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Important note: This functionality will be available as of FlowFit v.3 (to be released in 2023).

/FlowFitTMS/#/quickbooks/services

⚙ > Connectors > Quickbooks > Services

How to map FlowFit client services to Quickbooks services

Pro tip:
Make sure you have configured FlowFit Client services under ⚙ > Clients > Client Services.

  1. Go to ⚙ > Connectors > Quickbooks > Services.

  2. Click on Add.

  3. Select a Quickbook service and its FlowFit client service equivalent.

  4. Click on Save.

How to export the list of mapped services

  1. Go to ⚙ > Connectors > Quickbooks > Services.

  2. Click on More.

  3. Select PDF or Excel export.

⚙ > Connectors > Quickbooks > Parameters - documentation.consoltec.ca - Confluence (atlassian.net)

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