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Jobs to Customers
The next step is mapping your jobs/projects from your purchases to "Customers and Jobs" in QuickBooks: If you cannot find the Customer:Job name, go into QuickBooks and create a new name, then click "Sync" in HammerZen. When you do not use Customers ...
Name and Accounts
After you have granted access and created a backup of your file, you can proceed. Your first step is to select a Vendor Name and Account. Vendor Name: the name of the vendor where you made your purchases. We recommend using only one name (i.e. "Home ...
Connect HammerZen and QuickBooks
Open the software: Find the HammerZen icon on your desktop and double-click. This will open the program. Select the file location: Now that you have downloaded the purchase data and found the QuickBooks file location, you need to connect the location ...
Verify and Post to QuickBooks
Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields. Product Name: The name will auto-populate from previous screens, but you can change it as needed. When you want to use the same Product for ...
Classify and Verify
Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields. Item Name: Select the Item Name that relates to the purchase. If you cannot find an item name, go into QuickBooks and create a new Item name, ...
Popular Articles
Locate Your QuickBooks File
To find the location of the company file: Open the QuickBooks file with the admin password Click F2 on the keyboard Look for FILE INFORMATION > Location Copy the location of the file Now that you have the location of the QuickBooks file, you will ...
Create a HammerZen Online Account
HammerZen’s sign up process is as easy as it comes. First, go to the sign in page, and click on “Sign Up.” Like most websites, you are required to enter basic information that we can associate with your account: Your first name and last name Your ...
Export Your Purchases
Before you begin, there are few key elements to using our software: Sign up for the free Home Depot Pro Xtra membership program, or log in if you already have an account Download and export your purchases to .csv file: Click "Welcome" in the top ...
HammerZen and QuickBooks Free Trials
Both HammerZen and QuickBooks offer free trials to their users so that they can try out the software before committing to anything. We always want what's best for you! HammerZen offers free trials for: HammerZen Desktop HammerZen Online QuickBooks ...
Add a Bank and Credit Card Account in QuickBooks Online
Link a bank account to your QuickBooks Online so you can conveniently enter a check, debit charge, ATM purchase, electronic payment, and a deposit. Add a credit card account to track all the purchases you make and any credits received on the card in ...