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

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