Export options for Subcontractors

When you add a service item to an order and add a subcontractor to the service, SME can either export a bill for the subcontractor in QuickBooks for the cost of the service item, or export a PO in QuickBooks for the subcontractor.

Check one of the next two options for how SME export subcontractor’s work to QuickBooks:

Default Export Bills for New Invoices – A bill is exported to QuickBooks for the subcontractor assigned to the service item on an order. The bill will be for the amount in the cost field on the service item (circled in image at top of page).When the order is invoiced, the bill is generated in QuickBooks (image below).

-OR-

Default Export PO for New Invoices – a PO is exported to QuickBooks for the subcontractor assigned to the service item on an order. This option is used by companies that have subcontractors on many service orders. Rather than generating separate bills for every order, they export purchase orders to QuickBooks. In QuickBooks, they can then add the purchase orders to one bill to pay subcontractor.