We utilize a software called knowify that we sync with. Last week my boss enable it send over project name. How do we see on reports?

Hi @bdamm,

I have some information about Knowify and QuickBooks. Once you've connected the app with QuickBooks, this should auto-sync your reports with QuickBooks. Let me guide you how.

1. Go to Projects.
2. Choose the Project or Customer.
3. Select the Project Report.

If you're unable to locate the report or transaction, please consult Knowify Support. They can assist you with the integration process.

In case you need help with other customer-related tasks, feel free to browse this link to go to the page. It has our general customer-topics with articles: Sales and Customers.

Drop a reply anytime below if you have follow-up questions or concerns with projects. Drop them below and I'll be glad to answer them for you. Take care and stay safe.