What item code should I use for invoices?

What item code should I use for invoices?

Megan Sullivan

In order to generate invoices in your accounting software through CoConstruct, you'll need to specify an accounting code on the Accounting Integration settings page (Settings > Accounting > "Select an item code to be used on customer invoices").

For a more detailed summary specific to your accounting software, see below:

QuickBooks Desktop

Your item code comes from the active items in your QuickBooks Item List.

On the Accounting Integration settings page in CoConstruct, you'll be required to choose an item code to use on your invoices.

When pushing a change order to a QuickBooks invoice directly, this is the code that will be assigned on the invoice.

When you select the item code, it will show up on your invoices for each line item like this:

QBD_Item_Code.png

If you are using CoConstruct's invoicing feature, line items on those invoices can be assigned a specific accounting code/item code. These will carry over when you push a CoConstruct invoice to a QuickBooks invoice. In the event that you do not use an accounting code/item code on the CoConstruct invoice, we will use this "item code to be used on customer invoices" to fill in the code on the QuickBooks invoice.

If you use CoConstruct invoice, we recommend creating a new item in QuickBooks called "Invoices" that you can use for this setting (if you do not already have one).

If you don't use CoConstruct's invoicing, but do want to push your change orders to QuickBooks invoices, we recommend creating a new item in QuickBooks called "Change Orders" that you can use for these invoices (if you do not already have one).

You can always change this item code in your accounting system after the invoice is created and before you send the invoice to your client.

QuickBooks Online

Your item code comes from your list of products or services in QuickBooks Online.

On the Accounting Integration settings page in CoConstruct, you'll be required to choose an item code to use on your invoices.

When you select the item code, it will show up on your invoices for each line item like this:

QBO_Item_Code.png

If you are using CoConstruct's invoicing feature, line items on those invoices can be assigned a specific accounting code/item code. These will carry over when you push a CoConstruct invoice to a QuickBooks invoice. In the event that you do not use an accounting code/item code on the CoConstruct invoice, we will use this "item code to be used on customer invoices" to fill in the code on the QuickBooks invoice.

If you use CoConstruct invoice, we recommend creating a new item in QuickBooks called "Invoices" that you can use for this setting (if you do not already have one).

If you don't use CoConstruct's invoicing, but do want to push your change orders to QuickBooks invoices, we recommend creating a new item in QuickBooks called "Change Orders" that you can use for these invoices (if you do not already have one).

You can always change this item code in your accounting system after the invoice is created and before you send the invoice to your client.

 

Xero

Your item code comes from your Inventory Items list in Xero.

On the Accounting Integration settings page in CoConstruct, if you have Inventory Items set up, you'll need to choose an item code to use on your invoices.

You can always change or add the item code in your accounting system after the invoice is created and before you send the invoice to your client.

If you select an item code in CoConstruct, it will show up on your invoices for each line item like this:

Xero_Item_Code.png

With that in mind, if you specify an item code, we recommend that you choose or create a "Change Orders" item code, since that will be generic enough to use even if you don't change it in Xero after the invoice is generated.

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