Adding a Contact
Contacts in QuickBooks are split into customers, suppliers and employees.
Customers can be added via the sales menu. There are no required fields for Buildlogic to view the customer except the Company name. Buildlogic will give the contact an account number.
In the customer tab, there is an option to add a new customer, this will be picked up on next sync with Buildlogic and visible in the import accounting system contacts from the contact menu.
Suppliers can be added from the expense’s menu, on the supplier tab there is a new supplier button.
Adding a Purchase Order
Purchase orders or bills are added via the expense’s menu. There is a new transaction button in the top right.
All transactions are listed here, so using the filter for transaction type might be useful to filter out the transactions you are looking for ie orders or bills. Purchases have two parts to them, category details and item details.
Video on how to add a purchase order in QuickBooks
Adding a Job (Class)
If you need to add a job in QuickBooks, it is called a class. To add go to the settings cog in the top right and select All lists, there will be Class in this list.
Chart of accounts
GST tax codes settings in accounting system
Video on how to find the class and chart of accounts
Handy Places to Look for Transactions
Transaction search, this is a quick way to find all transactions, click search at top, go to transaction search link at the bottom left.
The Dashboard shows Buildlogic is connected in connected apps widget and the expenses widget allows you to view all spending.