Service Item Source

       



A Service Item Source is needed because time in Manage can't be transferred over to QBO unless it is an item.  This setting determines how you would like the item to be named when it gets to QBO.  We recommend it go over using one of the GL Account options.


Work Role-Work Type: 

A Work Role is a role that drives billing rates (Engineer, Project Manager) 

A Work Type alters billing rates like after hours or travel. 

If this was used to create an item in QBO the item would end up being "Solution Developer-On-Site" or "Consultant-Remote"


Please note that the GL account that is used the first time when this item is created in QBO will ALWAYS be used in the future. So, if the GL account changes in Manage for that item, it will still show up in QBO as the original items GL entry. 

 This option should only be chosen if your GL Accounts are set with the Work Roles and Work Types and will not change.


Work Role: 

A Work Role is a role that drives billing rates (Engineer, Project Manager)

In this case the invoice item in QBO would be "Consultant" 

Please note that the GL account that is used the first time when this item is created in QBO will ALWAYS be used in the future. So, if the GL account changes in Manage for that item, it will still show up in QBO as the original items GL entry.  This option should only be chosen if your GL Accounts are set with the Work Roles and will not change.


Work Type


A Work Type alters billing rates like after hours or travel.

In this case the invoice item in QBO would be "Remote"

Please note that the GL account that is used the first time when this item is created in QBO will ALWAYS be used in the future. So, if the GL account changes in Manage for that item, it will still show up in QBO as the original items GL entry.  This option should only be chosen if your GL Accounts are set with the Work Roles and will not change.


Service-GL Account

This names the service entry based on the GL Account and puts the word "Service-" in front of the GL Account Number so it could be GL Account Number "Professional Services" or "Remote Work".  It would show up in QBO as "Services-Professional Services."


GL Account

This will just name the item with the GL Account.  So if you had a time invoice that had the  GL Account Number that was named "Professional Services" it would name the item in QBO "Professional Services."



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.