Stage names from Groundplan appear in the description column of the Quote.
📝 Notes
If you select Not applicable for the Tax code, you will need to add Tax codes to all lines in the QuickBooks quotes
Adding or updating an email address, will not add or update the email address for the customer card, only in the Quote created.
Adding or updating the Customer Address will not add or update the address for the customer card, only in the Quote created.
Click the QuickBooks Tab
Click Customer and begin typing the name and click to make a selection Customer must exist inside QuickBooks first
Optional to enter:
Customer Address - If entered in QuickBooks, will pre-populate
Customer Email - If entered in QuickBooks, will pre-populate
Quote Number - If not entered, will remain blank in Quote to fill in inside QuickBooks
Expiry Date
Tax Code - to be selected
Memo - appears as a message in the Quote
Options
Click Update
Click the Job Number to enter the Job
Frequently Asked Questions
Why are there no Stage names in my Job?
Why are there no Stage names in my Job?
Stage names appear in the Description Column of the Quote.
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