Get the figures for QuickBooks

Q-Team gives you a worksheet for manual entry. It does not post to QuickBooks, track payments or match them to bills.

The pictures show a QuickBooks exporter account.

Check the worksheet

Open an invoice in All invoices, then choose Accounting. Find QuickBooks worksheet and check the number, date, job, description and amounts against the issued invoice.

Each row needs a description before it can be typed into QuickBooks. Only a Billing reviewer can record one. Enter wording you can support. In Evidence reference, say where that wording came from. This does not change the priced work or rewrite the issued files.

If the invoice changes, check the description again. An earlier review may no longer apply.

Compare these fields with the invoice. Nothing on this panel posts to QuickBooks. Here no description is recorded yet.

Practice only

Download and compare. Do not enter these bills in live QuickBooks. Tell Ben and Bill which fields you would copy and what is missing.

Invoice tracker

Use the tracker download if offered. Check what each status means: prepared, signed, sent and entered in accounting are different facts. A tracker row does not prove payment.