Once the jobs as subclients feature is enabled in your account, this will ensure that any job logged in Knowify from that point forward will sync to QuickBooks automatically as a subclient. If you already have jobs in Knowify that were created before enabling this setting, they would need to be synced over manually in order to appear as a subclient in QuickBooks.
You can accomplish this by opening the job and navigating to the Summary tab. With the jobs as subclients feature, you will now see an indicator of whether or not the job is synced. In this case, the status label should display as No Sync in blue. To send the job to QuickBooks as a subclient:
- Click on the sync status label No Sync, which will open a modal with additional sync details.
- Click on Sync with QuickBooks now.
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