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

⚙ /FlowFitTMS/#/quickbooks/services

Open

⚙ > 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 > Services - documentation.consoltec.ca - Confluence (atlassian.net)