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QB Integration: Option to map booking/payments to a single customer by property

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1 Vote Status: Requested
Replies: 1 - Pages: 1 - Last Reply: Jan 19, 2021 10:01 AM by: ewingrj
ewingrj
Registered: 1/3/21
QB Integration: Option to map booking/payments to a single customer by property

The current QB integration is not compatible with how I keep my books.

As is common with real estate, I have multiple entities and properties all tracked in a single QBO subscription. To get around the 40 class restriction on the plus subscription, instead of using classes to track my properties, I use customers. I use classes instead to track the "type" (flip, rental, str, etc) so I can get an overview report of flips across multiple businesses/locations.

Each property is a customer and then I can run P&L or BS by customer to see the property level detail.

The problem with the current QB integration is that a customer is created for every guest/booking. Since I need to track the income on a property level basis, I need to do a JE to move the income from the "guest" customer to the "property" customer.

It would be great if there was an option to "sync to a single customer" for each individual property. Similar to how you can set a class for each property.

Pages: 1