Overview
QuickBooks treats customers and jobs differently depending on whether a customer has jobs beneath it.
Key Rule
A customer is both a customer and a job only when it has no jobs beneath it.
Once jobs are created beneath that customer, the customer is no longer treated as a job.
How Representative Fields Are Assigned
The customer and job structure determines whether representative information is reported as Customer Rep or Job Rep.
| QuickBooks Structure | How QuickBooks Treats It | Representative Fields |
|---|---|---|
| Customer with no jobs | The customer is also the job. | Customer Rep and Job Rep contain the same value. |
| Customer with jobs beneath it | The customer is no longer a job. Each job is treated separately. | Customer Rep and Job Rep may contain different values. |
How QQube Identifies Customer-Level Activity
QQube maintains a clear distinction between customers and jobs.
When a transaction is assigned directly to a customer that has jobs beneath it, QQube identifies the activity as Posted to Customer instead of Job.
Job in QuickBooks
Customer in QuickBooks
Expected Result
Use the customer and job hierarchy when selecting Customer Rep, Job Rep, or job-related fields in QQube reports. This ensures that customer-level activity and job-level activity are interpreted correctly.
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