QB PlugIn Cheat Sheet

Cheat Sheet

Step 1

Learn about Service Items in the following articles:

Quickbooks http://blueskymss.uservoice.com/knowledgebase/articles/907029-service-items-in-quickbooks-basics

BlueSky http://blueskymss.uservoice.com/knowledgebase/articles/904287-service-items-in-bluesky

QB Plugin http://blueskymss.uservoice.com/knowledgebase/articles/904272-service-items-in-qb-plugin

 

Step 2

Learn how to set up and link Facilities in the following articles:

Facility setup http://blueskymss.uservoice.com/knowledgebase/articles/914841-facility-setup

Linking facilities http://blueskymss.uservoice.com/knowledgebase/articles/914850-facility-linking-and-import


Step 3

Learn how to setup Caregiver in the following articles:

Caregiver setup http://blueskymss.uservoice.com/knowledgebase/articles/915060-caregiver-set-up

Important functionality http://blueskymss.uservoice.com/knowledgebase/articles/904617-what-does-allow-system-to-manage-service-items-f


Step 4

Learn how to set up and connect Subcontractors in the following articles:

Setting up subcontractors http://blueskymss.uservoice.com/knowledgebase/articles/905808-setting-up-subcontractors-in-the-qb-plug-in

Connecting subcontractors http://blueskymss.uservoice.com/knowledgebase/articles/905826-connecting-subcontractors-from-bluesky-to-qb

 

Step 5

Learn how to set up Payroll in the following article:

Payroll setup http://blueskymss.uservoice.com/knowledgebase/articles/905376-payroll-item-setup-prior-to-importing-rates-in-qb


Step 6

Learn how to import Rates in the following article:

Import Rates http://blueskymss.uservoice.com/knowledgebase/articles/905409-importing-rates-in-qb


Step 7

Learn how to transfer Time sheets in the following articles:

 Time sheets in QB plugin http://blueskymss.uservoice.com/knowledgebase/articles/907047-transferring-time-sheets-from-bluesky-to-qb-with-q


Step 8

Learn how to set up and import Invoices in the following article:

Invoice setup http://blueskymss.uservoice.com/knowledgebase/articles/915360-invoice-set-up

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