Classify and Verify

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, then click "Sync" in HammerZen.
    • When you want to use the same Item for all of the rows, select the Item Name on the first row and then check the box titled "Use same Item for all".
  • Split: You can split a line item into its Job and Class by Quantity ("Qty"), Unit Price, and Mark Billable
  • Customer:Job: Auto-populates from the "Map Your Customers" step. You have the option to change as needed.
  • Billable: You only need to check this box if you are using the Billable feature for time and material.
    • If you want all the rows to be billable, then simply check the box at the top that says "All billable?"
  • Class: Add a class from the drop-down menu.
    • If you want all the rows to have the same Class, then simply check the box at the top that says "Use same class"
    • This field is not mandatory!

Click on "Post to QuickBooks." Your purchases have been seamlessly imported into QuickBooks!

Check the QuickBooks reports to ensure that all the information is accurate.

(All the linking and mapping will be saved for future imports.)

The following changes and updates will not be saved for future reference:

  • Billable
  • Class

 


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