Note:
To map a project in Alcove, you need to create it in QuickBooks first.
Each project in QuickBooks is associated with a Customer. Customers can have several projects associated with them.
Each project in Alcove can be mapped to only one project in QuickBooks.
Alternatively, you can map your project in Alcove to a customer in QuickBooks.
When you map a project, it automatically includes any applied tax rates. For more information on how to add tax rates in Alcove, please refer to this article.
To invite your accountant as a team member to Alcove to set up the mapping, please follow these steps.
To map your projects in Alcove, please follow the steps below:
Log into your Alcove account and click the Profile icon in the top right.
Go to the Account tab >> Connected Accounts.
Locate the QuickBooks Integration section and press Manage.
Map your Alcove Project(s) with your QuickBooks project(s).
Note:
You can also manage project association using the Edit project option available under the three-dotted menu on the Product Status, Overview and Financials Summary pages.
