Using Projects or Customers/Sub Customers in QuickBooks Online

Using Projects or Customers/Sub Customers in QuickBooks Online

Are using Projects or Sub Customers in QuickBooks Online and want to have this automatically coded on a line-by-line basis? Lightyear can help with this!

How to Activate QuickBooks Online Projects and Customers in Lightyear

In Lightyear we refer to this as 'Billable Expenses' and 'Tracking Customers', which can be accessed via Lightyear's  Accountancy >  Accountancy Software Settings >  select Yes for ' Do you use Billable Expenses/Track Customers?'


​Note that QuickBooks Online 'Projects' will also sync back within the Customer List in Lightyear.  Once sync'd back, you can then select customers, sub customers and projects on your Bills which will carry across to QuickBooks Online and capture the expense lines against the Billable project or customer/sub customer

Click here for more information regarding Projects in Lightyear.


      

    Check out our
    Product Blog Series
    to stay up to date

      • Related Articles

      • QuickBooks Online Integration Setup Guide

        Connecting to QuickBooks Online Because QuickBooks Online and Lightyear are both cloud-based, the set-up and connectivity between the systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select ...

      • How do I keep my Lightyear and QuickBooks Online records up to date?

        Because Lightyear and QuickBooks Online are both cloud solutions, our connection makes it easy to keep both accounts up to date. We've created a button under each component (GL Codes, Suppliers, Tax rates, Categories) to allow you to Import from ...

      • Exporting from Lightyear to QuickBooks Online

        Exporting bills to QuickBooks Online From the Signed Off tab in Lightyear, choose which invoices to export by selecting or deselecting under the tickbox column or individuals, then click the Export to QuickBooks Online button. At the end of the ...

      • Error Messages Returned from QuickBooks Online

        Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Quickbooks Online. However, there are occasions when the Export fails and Lightyear displays the reason for ...

      • Disconnecting from QuickBooks Online

        Disconnecting from QuickBooks Online There may be instances where you might need to disconnect your QuickBooks Online file. Sometimes a refresh in connection is required, you might have connected to the wrong file if you have access to multiple files ...