Linking from QuickBooks - Account or Building?

What is an Account vs a Building?

Accounts - Parent to Buildings

Often used for Management groups or central billing. For example, ABC Management is the billing location and could also be the main recipient of reports and proposals, for several buildings inside of Inspect Point. In this example, ABC Management would be set up as the Account and the locations for the visits would be setup as Buildings.

Accounts are not required, but instead, are a way to group buildings, proposals, invoices, reports, and deficiencies, under a single customer for visibility.

Building - Child to Accounts (put above Accounts)

This is where the physical location of the inspection or service work takes place.

A Building (i.e. physical location) is required and must be created in order to perform inspection or service visits.

A Building can be standalone, meaning billing, reports, etc., goes to a contact(s) at that location directly. In other cases, Buildings are part of a group and are therefore tied to an Account for invoicing.

How do you know what to link to from QuickBooks into Inspect Point?

If there is a customer that oversees multiple Buildings, they would be created as an Account and  associated Buildings would be linked to an Account.

From a QuickBooks setup perspective, let’s say ABC Management is a small property management group with several Buildings inside of Inspect Point. ABC Management would be the Account and linked to QuickBooks Customer since invoices for the associated buildings need to reflect the Account address (i.e. the address of ABC Management). In this example, the invoices would be associated with the Customer (ABC Management) in QuickBooks, and not the individual job/location (Building).

Now, let’s say Joe’s Pizza and Bob’s Tire Co. are both setup as Buildings inside Inspect Point, and not tied to an Account because they are standalone locations. Joe’s Pizza would be linked to QuickBooks, and the same with Bob’s Tire Co. In this example, the invoices for each of these Buildings would be associated with the specific Inspect Point Building in QuickBooks.