Summary

When creating a new Work Order, the Job Site field may show up as mandatory which may create a duplicate customer entry when syncing with QuickBooks. This article will provide a solution to remove import of Job Sites in QuickBooks. 


Solution


To remove import of Job Sites in QB, ensure that this function is turned off in the accounting connector: 

  1. Open the Accounting connector and click on “Setup”: 

Graphical user interface, text, application Description automatically generated 

 

  1. Go to the “Customers/Job Sites” tab, and enable “Do not Import Jobsites”: 

Graphical user interface, text, application Description automatically generated 

 

Going forward, new Jobsites will no longer be created in QB. 

 

 

How it Works 

Jobsites import as Sub-customers in QuickBooks: 

Graphical user interface, text, application, table Description automatically generated 

In this “Flat View” it appears that the customer (abbot industry, and abbot industry: 444 Yonge Street) has been duplicated… 

….in fact, it has not… 

Simply right click on the customer and change to “Hagiarchy View”:Graphical user interface, text, application, table Description automatically generated 

Graphical user interface, application, table, Excel Description automatically generated 

… now we can see that customer (jobsite) 444 Yonge Street is in fact, the sub-customer of “abbot industries”.