Recording a SharePoint Project Bill in QuickBooks

After sending out the bill discussed in Preparing a Customer Bill from SharePoint, we need to record the receivable in QuickBooks. Below I’ve used a one-line entry in a QuickBooks Invoice to record the bill. Payments received from Jim’s Family Store are applied against the invoice in QuickBooks. An alternative could be to enter the amounts by item that correspond to each task. See my post Exporting Task Lists to QuickBooks on how this is accomplished.

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