We created a few new Jobs under an existing Customer and after syncing QB multiple times, opening/closing, etc. the new Jobs do not show up in the CommitCRM Accounts window. We have other accounts we've added Jobs for that show up fine after a new sync. Any ideas?
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northwestmsp
- 157
Issues Syncing QB Jobs
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northwestmsp
- 157
Re: Issues Syncing QB Jobs
Also, if I go to manually link an account and search for the job name it shows up in the Commit->QB link window, so it appears that CommitCRM can see the job but is not importing it.
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Support Team
- 7558
Re: Issues Syncing QB Jobs
RangerMSP does work with QuickBooks Jobs. The only difference with Jobs is that it does not batch import them into RangerMSP but instead you need to select the Jobs you want to import or link to a RangerMSP Account.
From the QB icon/drop-down menu within the Accounts module in RangerMSP select to create a new RangerMSP Account based on QuickBooks Job (or to Link a QuickBooks Job to an Existing RangerMSP Account).
Read more about Creating Accounts based on QuickBooks Customers/Jobs
HTH
Dina
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northwestmsp
- 157
Re: Issues Syncing QB Jobs
Thanks for the info, sorry I missed the memo on Jobs not syncing.
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