Red Team Go Event | Red Team Go Objects | QuickBooks Objects |
Field Purchase Order is Approved (PM) during Bidding/Pending stages | Owner A and Owner B Job Cost Codes in FPO Vendor | Customer Job Items Vendor |
Project Set To In Progress (Estimator) | Owner A and Owner B (if not sent previously due to Field PO) Job (if not sent previously due to Field PO) Cost Codes in the Bid Base Bid and Accepted Alternates, Units and Phases | Customer
Job
Items Estimate |
Subcontract Is Locked (PM) | Owner A Job Subcontractor Cost Codes in the Subcontract Awarded Items | Customer Job Vendor Items Purchase Order |
Purchase Order is Signed/Accepted (PM) | Owner A Job Vendor Cost Codes in the PO Purchase Order | Customer Job Vendor Items Purchase Order |
Purchase Order is Unaccepted | Purchase Order | Purchase Order (Deleted in QBO) (Zeroed Out in QBD) |
Expense is Approved (PM) and Accepted (Accountant) | Owner A Job Vendor Cost Codes In Expense Expense | Customer Job Vendor Items Vendor Bill |
Expense is Unaccepted (Accountant) | Expense | Vendor Bill (Deleted in QBO) (Zeroed Out in QBD) |
Timecard is Approved (PM) | Owner for the bill Job Employee Cost Codes in the Timecard Designated Overhead Cost Codes (non-job time) Time card | Customer Job Employee Items
Items
Time Tracking |
Owner Change Order is Approved (Signed by Owner or Approved by PM) | Owner affected by the CO Job Cost Codes in the Change Order Estimate
| Customer
Job Items
Cost codes updated with Owner CO |
Sub Bill is Approved (PM) | Owner A Job Subcontractor Cost Codes in the Sub Bill Sub Bill | Customer Job Vendor Items
Bill |
Sub Bill is Deleted | Sub Bill | Bill (Deleted in QBO) (Zeroed Out in QBD) |
Owner Bill is Approved or Notarized (Accountant) | Owner for the bill Job Cost Codes in the Owner Bill Owner Bill | Customer Job Items
Invoice |
RedTeam Go - QuickBooks Trigger Points
This resource provides details on the actions performed in RedTeam Go that cause transactions to move to QuickBooks via the integration.
Updated over 2 weeks ago