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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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LL3193
LL3193
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LL3193
LL3193
Questions asked: 12
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New Member
07/16/09 4:10pm PDT
Viewed by asker 07/30/09 10:23am PDT

Field Service Management service locations need to synchronize into quickbooks

Field Service management....How do you set up Service locations or sites on work orders so they download into quickbooks when I synchronize.

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07/16/09 4:37pm PDT

If you have gone through the synchronization set up wizard and selected to synchronize customers and all levels of jobs (this is on one of the first screens) then any site you create is Field Service Management will come across into QuickBoooks as a Job when you run the sync.

For example, if you are taking a call for an existing customer and you want to create a new job (in QuickBooks) for it, you would click the add link next to the the site drop down and create a site. The work order and invoice that you create will then be posted against this new site and job respectively.

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The new location printed on the field management invoice, when I ssynchronized into Quickbooks It did not appear on the QB invoices in the Ship to field. If I scrolled down in the ship to field the new location was one of my choices. it was also added as a location in the customer set up

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