How new projects move to QuickBooks:
Projects move to QuickBooks when the project moves in RedTeam Go from the Pending Status to In Progress. There are two different ways to set a project from Pending to In Progress.
Project List View: Click the ellipse icon to the right of the project name > Click Set to In Progress
Or move project to In Progress from the Project Dashboard:
Click current Status of Pending in the upper right box > Set to In Progress
When the project moves to In Progress this will trigger the pojrct to move to QuickBooks and set up the project as a Sub-Customer of the Customer.
Here is a view from QuickBooks Desktop:
Customer > Customer Center > Scroll down to Owner Company Name > Indented Sub-Customer is the project. (Ex. Owner LLC is the Customer/Owner and Bridges Naples Project is the project name from RedTeam Go)
Here is a view from QuickBooks Online:
From the left-side menu click Customers & Leads > Customers > Scroll down to Owner Company Name > Indented Sub-Customer is the project. (Ex: Owner LLC is the Customer/Owner and 1200 Atlas 1 is the project name from RedTeam Go)
