QUICKBOOKS PRO SUPPORT UPDATE

How do I log my Timesheet entries?Д«y default, the Time Sheet entry will be logged against the agent updating it. If this email id returns two customer records in QuickBooks, then we display both in the 'Requester Info' section. If a ticket requester is not mapped to any Freshdesk company or if the Freshdesk company does not match any QuickBooks customer display name, then details are fetched from QuickBooks by matching the requester's email id. Sometimes I see two companies in the QuickBooks section of the 'Requester Info' column. While logging Timesheet entries in Freshdesk, agents will have the option to specify both the Company they wish to bill the entry against, as well the agent who logged it. Yes, you can charge a different entity for support than the user you are talking to. IвЂ™m supporting a customer in Freshdesk, but I want to bill a different entity for the time spent on support. If you use a Timesheet entry to generate an invoice and then modify that timesheet entry - in Freshdesk - then the time entry will be updated in Quickbooks, but the invoice will not change.But updates to timesheet entries in QuickBooks will not be reflected in Freshdesk.

QUICKBOOKS PRO SUPPORT UPDATE

If you update timesheet entries in Freshdesk, those changes will be pushed to QuickBooks.

All Timesheet entries created in Freshdesk are pushed to QuickBooks with a default billable rate of $0.

Timesheet entries in Freshdesk and QuickBooks - How do they work? In case вЂњDisplay NameвЂќ does not match, data will be fetched based on the ticket requesterвЂ™s email id in Freshdesk matching a customer email id in your QuickBooks account. Requester Info will be fetched only if the вЂњCompanyвЂќ name in Freshdesk matches the вЂњDisplay nameвЂќ of a customer in QuickBooks. I am unable to view data from QuickBooks despite installing the app. To use the Billable Hours feature, you must have a QuickBooks Online вЂњPlusвЂќ account. You must have a Freshdesk account and a QuickBooks Online account to use this app. What are the requirements to use this app? This will be useful if agents wish to bill a different entity for support rather than the requester.ДЄgents can use the QuickBooks widget to view the five most recent invoices from the ticket requester. But agents can choose to associate it with a different customer in QuickBooks if they wish to do so. The app automatically matches the Customer Name in QuickBooks with the Requester's Company in Freshdesk, and populates the 'Customer' field when linking time charges. If agents do not have a QuickBooks ID, they can link it to a different QuickBooks employee if necessary. The Time Charges will be linked to that QuickBooks employee whose email matches the email of the Freshdesk agent, by default. Once the app has been installed, agents will be able to access customer details from QuickBooks in the Requester Info section of the Ticket Details page.ДЄgents can use the app to associate the time-sheets, of the tickets theyвЂ™ve resolved, to billable вЂњTime ChargesвЂќ on QuickBooks. Click on the вЂњAuthorizeвЂќ button and secure data transfer between the two will be enabled. QuickBooks will then ask you to authorize QuickBooks to share data with Freshdesk. Sign in to your Intuit QuickBooks Online account with your username and password. Time-sheet entries can then be added as billable вЂњTime ChargeвЂќ sales transactions against the appropriate customer in QuickBooks. Track time spent on a ticket and log these time-sheet entries to QuickBooks.

Access customer details from QuickBooks - such as the Bill-To name, Address, Email id, and Phone numbers - in the Requester Info section of the ticket details page or on the contacts details page in Freshdesk.

Integrating Freshdesk and QuickBooks will allow you to: Any reference to QuickBooks in this solution article is a reference to the QuickBooks Online version and not the on-premise version.

This app works only with QuickBooks Online. Self-Employed, Simple Start, Essentials,В Plus We assure you that this change will not impact your product experience, and no action is required on your part. If you have signed up before Aug 9, 2021, please click Previous plans to view your applicable plans.

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Quickbooks pro support