JordanC

I am currently trying to clean up the transfer with DT to QB, and wondering what the best method to transfering, "Owner Furnished Equipment" and Labor. What's everyone doing?

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KeithC

Originally Posted by JordanC

I am currently trying to clean up the transfer with DT to QB, and wondering what the best method to transfering, "Owner Furnished Equipment" and Labor. What's everyone doing?

You probably do not want to show this on the invoice as QB will want to relieve it from your inventory. Just treat it as a labor item and the costs will lump in with the rest of the labor.

But the client will not see it you say.....

So far NONE of my clients have seen any of the actual invoices. They do not want to, too much info...

They want an invoice that says Prewire Phase or Equipment order or something like that

Fine...

They have a contract with attached proposal and payment schedule. They already know what they are getting, how much it is and when to pay.

If a client would ask me for an invoice, what I give them is a pending sales receipt that says invoice instead of sales receipt. This line item says Equipment Order etc....with a dollar figure. Boom...easily to read invoice that matches payment schedule. Since I take payment in advance for everything that I do, this works of just great because I would have had to generate a sales reciept for them anyway.

The phase or project is completed, the d-tools to qb invoice is generated, and the monies taken are then applied against the invoice.

So easy a techie could understand it.

JordanC

Well, I can understand this, but isn't it nice to see exact models and makes that programming and installers are facing when they go out to a job?

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KeithC

Originally Posted by JordanC

Well, I can understand this, but isn't it nice to see exact models and makes that programming and installers are facing when they go out to a job?

Yes, absolutely! This information that you give to your techs is there in dtools so print the report out of dtools. On the qb side the techs will not get reports so it does not matter if is not there

JordanC

Your acting as if these are two different reports. The Project is given to the techs in the DT's proposal form with install docs. This is obtained from the same DT's project that is sent to QB. Am I missing something here?

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KeithC

Originally Posted by JordanC

Your acting as if these are two different reports. The Project is given to the techs in the DT's proposal form with install docs. This is obtained from the same DT's project that is sent to QB. Am I missing something here?

Yes, when the dtools project is sent to qb, it looks totally different. It's just a big laundry list of parts and labor by phase.

When a labor item is sent to qb, it will not show up in qb as a line item (like client supplied bla bla) it will only add the labor to the labor totals. My point was that this is ok because the techs will never see the qb report.

JordanC

The QB report is generated from the D-Tools Project. Is it not? (via sales order and LinkTools). Then the only way I see you getting away with this is to name a Labor item to exactly what the c/s item is. (ie: C/S Revel Performa M22). Your saying this is the only way that I can document the item for the techs use and keep QB from thinking this is an actual item? When I call a something "OFE", doesn't this turn it into a labor item?

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KeithC

Originally Posted by JordanC

The QB report is generated from the D-Tools Project. Is it not? (via sales order and LinkTools). Then the only way I see you getting away with this is to name a Labor item to exactly what the c/s item is. (ie: C/S Revel Performa M22). Your saying this is the only way that I can document the item for the techs use and keep QB from thinking this is an actual item? When I call a something "OFE", doesn't this turn it into a labor item?

Have you actually done a transfer yet?

It sounds like you have not.

I do not use business manager so mebe something is different. When a labor item is transferred to qb it does not show up as a line item, You will not see it in qb. It will only be relfected in the total labor amount in qb. You will never give a qb report to a tech. It does not matter. Give d-tools report to the tech. It has the info they need.

Am I speaking Canadianese??