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Tina2023
October 10, 2023
Question

QB & BT

  • October 10, 2023
  • 1 reply
  • 0 views

Our QBO is tied to BuilderTrend.  When I issue an invoice in BT and then open the invoice in QB, the email addresses are not being pulled through to the QB invoice - why?  Is there a switch that needs to be turned on?  If I generate an invoice directly in QB, the email addresses DO pull through.  Any ideas?

1 reply

G
GlinetteC
October 10, 2023

I'm here to assist you and share some insights on this issue, Tina2023.

 

QuickBooks Online depends on the data received from BuilderTrend. 

 

Consider contacting BuilderTrend support to ensure that the integration between BT and QB is appropriately configured. They can provide further assistance, investigate the specific syncing setup, and help troubleshoot the problem for you.

 

After configuring the necessary settings from BT, you can personalize your invoices and incorporate specific information. For a more detailed guide, please refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you have any additional inquiries or issues regarding QuickBooks invoicing. I'm available to provide further assistance. 

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