QuickBooks Best Practices

QuickBooks Best Practices

Add a rate to your time entries

  1. Go to the Sales or Invoicing menu.
  2. Select Product and Services.
  3. Look for the service item you want to modify.
  4. Select the Edit button.
  5. Enter an amount in the Sale price/rate field.

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Please Note:

QuickBooks does not allow updates to time entries that have been linked to an invoice.

Future time entries with this service item will include this rate amount.

Add a customer for your clients

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Select New Customer.
  4. Enter your customer’s info.
  5. Select Save.

Tip: If you need to keep notes or mark a customer as tax-exempt, you can enter this when you create their profile.

Add a sub-customer/sub-job for your projects

You can create sub-customers of main customers (also known as parent accounts). This is useful if you want to track individuals who are part of a group or specific accounts for a larger organization.

First, create a regular customer account for the group or organization. Then add each member or account as a sub-customer:

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Select New Customer.
  4. Select the Is sub-customer checkbox.
  5. Enter the sub-customer’s info.
  6. In the Parent ▼ dropdown, select the parent account.
    Tip: Select Bill with parent or Bill this customer if you want to bill sub-customers individually or as part of the group.
  7. Select Save.

You can have unlimited sub-customers. Parent accounts can have up to four levels down of sub-customers.

Add a sub-sub-customer/sub-sub-job for your phases

You can create sub-customers of main customers (also known as parent accounts). This is useful if you want to track individuals who are part of a group or specific accounts for a larger organization.

First, create a regular customer account for the group or organization. Then add each member or account as a sub-customer:

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Select New Customer.
  4. Select the Is sub-customer checkbox.
  5. Enter the sub-customer’s info.
  6. In the Parent ▼ dropdown, select the parent account.
    Tip: Select Bill with parent or Bill this customer if you want to bill sub-customers individually or as part of the group.
  7. Select Save.

You can have unlimited sub-sub-customers. Parent project can have up to three levels down of sub-customers.

Make a sub-customer into a regular customer or vice versa

Simply edit the sub-customer's profile and uncheck the Is sub-customer checkbox.

Merge duplicate customers

If you have duplicate customers, merge their profiles. This deletes one profile and moves their existing data into the profile you want to keep.

  1. Make sure both customers don't have any sub-customers. If they do, make their sub-customers into regular customers.
    2. Go to the Sales menu.
    3. Select the Customers tab.
    4. Select and open the customer profile you don’t want to keep.
    5. Select Edit.
    6. In the Display name as field, enter the name of the customer profile you want to keep. The names need to match exactly.
    7. Select Save.
    8. When asked if you want to merge the two profiles, select Yes.
    Add a new product or service item for Work Categories
    You only have to create a product or service once. After you create them, you can add them to sales forms as many times as you need.
    1. Go to the Sales menu and select the Products and services tab.
    2. Select New.
    3. Select Non-inventory or Service.
    4. Add a name. If you track SKUs, enter a SKU for the product.
    5. From the Category ▼ dropdown, select the category that best describes your product or service. Learn more about item categories.
    6. When you're done, select Save and Close.

Tip: Already keeping track of your products and services in a spreadsheet? Save time and import them all at once.

Other Supported Data Formats

  • Customer(s) associated with your Client(s)
  • Sub-Customer for your Projects
  • Service Item for Phases
  • Customer(s) for your Project(s)
  • Sub-Customer(s) for your Sub-Project(s)
  • Service Item(s) for Phases

Mosaic Best Practices

For missing Projects (QB sub-customer) that are showing up as Clients (QB customer) in Mosaic, you will need to demote the client to become a project.

For missing Clients (QB customer) that are showing up as Projects (QB sub-customer) in Mosaic, you will need to promote the project to become a client.

For missing Projects (QB sub-customer) that are showing up as Phases (QB sub-sub-customer) in Mosaic, you will need to promote the phase to become a project.

Demote a client (QB customer) to become a project (QB sub-customer)

  1. On Mosaic, go to Settings > Integrations > QuickBooks
  2. Under the Clients tab, find the client (QB customer) that you want to demote to a project
  3. Select the client and click Change to Project
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  1. Navigate to the Projects tab > Linked
  2. You should find the new project listed under No Client
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Promote a project (QB sub-customer) to become a client (QB customer)

  1. On Mosaic, go to Settings > Integrations > QuickBooks
  2. Under the Projects tab, find the project (QB sub-customer) that you want to promote to a client
  3. If the project is linked, unlink the project first
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  1. Under Import, select the project and click Change 1 to Client
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  1. Navigate to the Clients tab
  2. You should find the new client listed under QuickBooks Online CUSTOMERS TO IMPORT/LINK
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Please Note:

Only Projects without a Client can be promoted to become a Client

Promote a phase (QB sub-sub-customer) to become a project (QB sub-customer)

  1. On Mosaic, go to Settings > Integrations > QuickBooks
  2. Under the Projects tab, find the phase (QB sub-sub-customer) that you want to promote to a project
  3. If the phase is linked, unlink the phase first
  4. Click the three dots to the right of the phase and click Change to Project
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  1. You should find the new project now listed under No Client
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