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

⚙ /FlowFitTMS/#/quickbooks/terms

⚙ > Connectors > Quickbooks > Terms

How to map FlowFit to Quickbooks payment terms

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

2. Click on Automatic matching.

3. Click on Add.

4. Select a Quickbook terms and its FlowFit client service equivalent.

5. Select a line and click on Delete to adjust the configuration.

6. Click on Save.

How to export the list of mapped terms

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

2. Click on More.

3. Select PDF or Excel export.

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