To do this, you’ll need to have the “Jobs as Subclients” feature turned on. You can learn more about this by clicking here! As well as the “Pull Expenses from QuickBooks” feature. (both need to be enabled by the customer support team)
When you have a job setup as a sub-client, you can point expenses at the customer in QuickBooks as shown below:
Then when you sync Knowify with QuickBooks, it will automatically allocate to the first phase of the job in Knowify:
