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:
Open the Accounting connector and click on “Setup”:
Go to the “Customers/Job Sites” tab, and enable “Do not Import Jobsites”:
Going forward, new Jobsites will no longer be created in QB.
How it Works
Jobsites import as Sub-customers in QuickBooks:
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”:
… now we can see that customer (jobsite) 444 Yonge Street is in fact, the sub-customer of “abbot industries”.