Orders/Jobs

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SMSTurbo CUSTOMER ORDERS AND QUICKBOOKS JOBS


Using SMSTurbo Customer Orders for Jobs in QuickBooks

Definitions:

SMSTurbo                                                        QuickBooks

Customer Name                                                Customer Name

Customer ID                                                Customer Account Number*

Order ID                                                        Job Type*

Order Description                                        Job Description


*Customer Account Number and Job Type can be found in QuickBooks under Payment Settings in

 Customer Set Up.


Requirements:


The definitions must be IDENTICAL.  Copy/Paste whenever possible.  SMSTurbo uses capital letters in ID fields – must be Capitalized in QuickBooks.

In the Job Info Tab of the QuickBooks Job, add the order description in SMSTurbo to the Job Description field.  The Job Type should be the Order ID.


SMSTurbo Customer Order

QuickBooks Job Info