In RedTeam Go, once a Purchase Order, Expense or Subcontract agreement has been fully executed, it will move to QuickBooks as a Purchase Order under the Vendor.
Each of these transaction types has an approval process that must be followed in RedTeam Go which triggers it to move to QuickBooks.
A. For the Purchase Order it must be approved in RedTeam Go under Commitments > Purchase Orders > create PO >Sign PO.
B. For Expenses and Field PO's entered from the mobile app or the Expenses module from the desktop, they must be Approved by the Project Manager and Accepted by the Accountant prior to moving to QuickBooks. Expenses>Create Expense (if credit card is entered as payment method it will move to QuickBooks as an Expense, if payment method is left blank because you have not paid for the item yet, you will check the box to assign PO# and check the box to send to QuickBooks as a bill for Field PO's). The Project Manager will approve first, the accountant will accept second which triggers the transaction to move to QuickBooks. If the QuickBooks integration setting allowing the tracking of costs during preconstruction is enabled, both expenses and Field POs can be created during Bidding and Pending stages of a project, as well as during the In Progress stage.
C. For a Subcontract, it must be locked and signed/sent to the Subcontractor to move to QuickBooks. Commitments > Subcontracts > Lock > Sign/Send
D. For a Subcontractor Change Order, it must be signed by both the GC and the Subcontractor before it will push to QuickBooks. Click HERE for Change Order instructions.
E. For Subcontractor Bills, they must be approved by the Project Manager first, and accepted by the Accountant second which triggers the bill to move to QuickBooks as a Bill. Accounting > Approve Sub Billing > Approve Bills > Approve/Accept (based on PM or Accountant roles). All sub bills associated with a given Subcontract will link automatically to the existing Purchase Order in QuickBooks and reduce the outstanding open value appropriately.