Cost centre as items

This topic explores the setup options for syncing Invoices to QuickBooks (Reckon Accounts Premier) using Cost centres as the items.

ClosedGetting Started
Setup required before use Who Can Use It? Where Is It?
Default data > Sub Project Cost Centres

Administrator

System Administrator

Connect > QuickBooks (Reckon Accounts Premier) Connect >Settings > Invoices

Tip: Not seeing the Connect module? Contact Total Synergy Support to request this to be added to your Synergy licence.

Sub project cost centre

NSW, QLD etc

The items in QuickBooks (Reckon Accounts Premier) match with the cost centres attached to the Sub projects on a project. If you have pre-existing items in QuickBooks (Reckon Accounts Premier), make sure they are spelt the same within Synergy too. 

ClosedConnect settings
  1. At Source select Sub Project Cost Centre.
  2. Check only the Use the item account code, uncheck all others.
  3. Enter your Income Account in the header item, header account and default item account.
ClosedCost Centre settings
  1. Go to Default Data > Cost Centre. Ensure an Income Account has been allocated to each cost centre. 
ClosedUse Header item in QuickBooks (Reckon Accounts Premier)

If the above items are sub items, then check this option. This will group the items under the header record. 

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Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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