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Pushing a Job to QuickBooks

Follow these steps to create a Job/Customer in QuickBooks from a job in Lever360.

Updated over 7 months ago

Step 1: Navigate to the Billing Tab

  1. Open the Job Details screen for the desired job.

  2. From the menu tabs at the top of the screen, click on the Billing tab.
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Step 2: Send the Job to QuickBooks

  1. Scroll to the bottom of the Billing tab.

  2. Click the Send Job to QB button
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