Congratulations! You've made it to the last step. Now all you need to do is classify and verify your fields.
- Item Name: The name will auto-populate from previous screens, but you can change it as needed.
- 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".
- HammerZen does not remember mapping changes made on this screen.
- Description: Auto-populates from the purchase report.
- Qty: Auto-populates from the purchase report.
- Unit Price: The sales tax is automatically added to the unit price.
- Amount: Unit price times quantity.
- Split: You can split a line item into its:
- Job and Class
- Quantity ("Qty") and Unit Price
- Customer:Job: Auto-populates from the "Map Your Customers" step.
- HammerZen does not remember mapping changes made on this screen.
- 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!
IMPORTANT!! As we are calculating the sales tax in the back-end, the total amount on the transaction might be a penny or two off. When you go to reconcile your credit card or bank statement, we recommend that you make the adjustment for that difference.
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
- HammerZen does not remember mapping changes made on this screen