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Home Frequently Asked Questions ReportAway! FAQ Configuration How to configure QuickBooks sub-items?

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How to configure QuickBooks sub-items?

Answer

Activities in ReportAway! get mapped to items in QuickBooks during import of an "iif" file. If you use sub-items in QuickBooks you need to configure your ReportAway! activities in a very specific way.

The general rule when configuring activities in ReportAway! that are sub-items is to separate the sub-item from the item with a colon character. 

The two examples below would each be the Description field for the Activity as entered in ReportAway! . In these examples, the QuickBooks item would be "Finishing" and the sub-items would be "Stripping" and "Sanding".

"Finishing:Stripping"

"Finishing:Sanding"

 IMPORTANT NOTE: Do not enter space characters on either side of the colon character. Space characters cause QuickBooks to create new duplicate sub-item entries on each import which will make creation of invoices and QuickBooks administration much more complicated.

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