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Terms must be synchronized between Job Manager and QuickBooks Pro so that every term defined in Job Manager has a corresponding term in QuickBooks Pro with a matching name. There are two options for achieving this synchronization:
Defining new terms or renaming terms in QuickBooks, or
Defining new terms or renaming terms in Job Manager (however, because Job Manager copies the term name with each invoice, terms that are already used on invoices should NOT be renamed).
In QuickBooks, the Terms List window should be used to add or rename terms. From the Lists menu, choose Customer & Vendor Profile Lists, and then choose Terms List to access this window.
In Job Manager, the Terms, Credit Cards & Shipping pages should be used to create or rename terms. These pages may be accessed from the Administration tab,
important! If QuickBooks Pro 2001 encounters a term name that doesn't already exist in its database when it imports data, it creates a new term on-the-fly. However, the term configuration fields for this new term will be assigned the default values. Therefore, it is important to synchronize terms between Job Manager and QuickBooks Pro by making sure that each term defined in Job Manager has a corresponding term in QuickBooks Pro with the same name.
If you do not wish to provide Job Manager users the option of automatically distributing invoiced amounts among GL accounts, you may complete the setup process for integration of Job Manager with QuickBooks by assigning access privileges for the Accounting Export and Invoice Distribution windows. If, however, you do wish to provide such an option, you must enable and configure invoice distribution policies.