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Creating/Linking Items

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Details

 

In order to push Estimates and Purchase Orders to QuickBooks, each Item in the SI 2015 Project must be linked to an Item in QuickBooks. You can create new QuickBooks Items directly from SI 2015 or you can map Items in SI 2015 to existing QuickBooks items. Once Items are "linked" you can also synchronize data changes for the Items between SI 2015 and QuickBooks.

Creating New QuickBooks Items

 

 

Mapping to Existing QuickBooks Items

 

 

Topics Covered

 

The following links provide additional information on the topics covered in these videos:

 

Creating/Linking QuickBooks Items

 

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