BQE Knowledgebase

Changing default terms in BillQuick

Problem: Is it possible to change the default language of terms that BillQuick uses on the items sent to QuickBooks?

For example, in case of retainers, it uses two items:

• Other Charge Item called BQRetainerChargeItem, which credits the liability account
• Payment item called BQRetainerPayment, which debits the cash account

This transaction uses an invoice and the default language says BQ Applied Retainer.

Solution: You can change the standard or default description of both these items in QuickBooks.

Also, you can specify your own liability or other accounts in BillQuick for Retainers Received and Retainers Applied. That can be done in the BillQuick-QuickBooks Integration Settings screen (Integration menu, QuickBooks).

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Last Updated
1st of October, 2013


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