Mapping project phases with QuickBooks Online

User is trying to manually map project phases in Core with QuickBooks Online, but cannot figure out which records to map because the phase names displayed under Core Projects are not unique.

This happens if you have changed how the phases appear in drop-downs and lists in Global Settings. You should select a combination that is unique, say Root Project ID-Phase ID for the field Project Phase under Display As in Global Settings > User Interface screen. Check the Core Help for details.

Was this article helpful?
0 out of 0 found this helpful