Customer and Projects

Customer and Projects

The next step is mapping your jobs/projects and class from your purchases to "Customers and Jobs" in QuickBooks by selecting from the drop-downs:

  • Job: This auto-populates from the purchase data file
  • Customers/Projects: 
    • If you cannot find the Customer/Projects name, go into QuickBooks and create a new name, then press "Sync" in HammerZen
    • When you do not use Customers to track your purchases, you should create a dummy name as your company name and link your purchases to that name
    • When you want to use the same Customer for all of the rows, select the Customer Name on the first row and then check the box titled "Use same customer for all"
  • Class: 
    • Using Classes is not necessary for HammerZen to work, but if you are using Classes in QuickBooks, you must select one
    • If you cannot find the Class name, go into QuickBooks and create a new name, then press "Sync" in HammerZen
    • When you want to use the same Class for all of the rows, select the Class Name on the first row and then check the box titled "Use same class for all"

To finish this step, select "Next."

(If you do not have any options to select from the drop-down menu, log in to QuickBooks and enter the account name. Afterward, go back to the HammerZen app, and click "No selection? Press sync." in the top right to sync the data.)



(Everything linked and mapped will be saved for future imports.)


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