View projects and prime contracts by posting status
View projects and prime contracts that have been posted and linked to a customer and sub-customer in QuickBooks Online.
- Go to Accounting Link and select the Projects tab.
- Select View Projects | Primes - Posted in the Project | Prime Status section.
- Specify the From Date and To Date as needed to filter the results by date.
View projects and prime contracts that have been marked as posted but have not been linked to a customer and sub-customer in QuickBooks Online
- Go to Accounting Link and select the Projects tab.
- Select View Projects | Primes - Marked as Posted in the Project | Prime Status section.
- Specify the From Date and To Date as needed to filter the results by date.
View projects and prime contracts that have been approved and are ready to be posted.
- Go to Accounting Link and select the Projects tab.
- Select View Projects | Primes - Not Posted in the Project | Prime Status section.
- Specify the From Date and To Date as needed to filter the results by date.
View projects and prime contracts that are waiting to be processed for posting.
- Go to Accounting Link and select the Projects tab.
- Select View Projects | Primes - In Queue in the Project | Prime Status section.
View projects and prime contracts that failed to be posted.
- Go to Accounting Link and select the Projects tab.
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Select View Projects | Primes - Posting Failed in the Project | Prime Status section.
For detailed information, including error messages and exceptions, open the Sync Log in the Sync tab.