{"id":20141,"date":"2023-09-22T15:12:37","date_gmt":"2023-09-22T15:12:37","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20141"},"modified":"2026-03-16T18:45:59","modified_gmt":"2026-03-16T18:45:59","slug":"how-to-use-rules-to-update-service-date","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-use-rules-to-update-service-date\/","title":{"rendered":"How to Use Rules to Update Service Date"},"content":{"rendered":"\n

Overview:<\/strong><\/p>\n\n\n\n

  1. Enable Service date in QuickBooks Online<\/a><\/li>
  2. Create a rule<\/a><\/li>
  3. Check the result<\/a><\/li><\/ol>\n\n\n\n

    Cases it may cover:<\/strong> you might want to use a Service date<\/em> on specific transactions to track the date a service was performed separately from the invoice date. This is especially useful if you use the revenue recognition feature<\/a> from QuickBooks.
    Important note:<\/strong> the Service date<\/em> field has to be enabled in QuickBooks Online first. You\u2019ll be able to see it on a rule no matter if the setting is on or off. However, it won\u2019t be applied if this field is disabled in QuickBooks Online.<\/p>\n\n\n\n

    Enable Service date in QuickBooks Online<\/strong><\/h2>\n\n\n\n

    To enable the field, follow these steps:<\/p>\n\n\n\n

      \n
    1. Log into QuickBooks Online\u2192 click on the Gear icon in the upper-right corner \u2192 select Account and settings<\/em>;<\/li>\n\n\n\n
    2. Go to the Sales <\/em>tab \u2192 enable Service date<\/em> \u2192 click on Save <\/em>\u2192 hit Done<\/em>.<\/li>\n<\/ol>\n\n\n\n
      \"Slider
      <\/div><\/div>
      \"Slider
      <\/div><\/div><\/div><\/div>\n\n\n\n

      Create a rule<\/strong><\/h2>\n\n\n\n

      To create a rule, follow the steps below:
      1. Log into your Synder account \u2192 go to the Smart rules<\/em> tab on the left-side menu \u2192 click on Rules <\/em>\u2192 hit Create rule<\/em>;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      2. Select Invoice <\/em>as a trigger (a transaction type the service date will be applied to) \u2192 Created<\/em> \u2192 Click on Condition <\/em>\u2192 click on the nearest box;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      3. Now you need to tell Synder when the system should apply a service date. For example, you can apply a service date for all transactions containing a specific customer last name (e.g., Doe<\/em>):<\/p>\n\n\n\n

      -select Customer<\/em>;
      –Display name<\/em> (or any other field related to a customer);
      –Contains<\/em> (it\u2019ll allow you to apply a service date based on a part of the customer, not the whole name);
      -type in part of the whole customer name (you can specify different variations in separate fields) – e.g., you can use a surname – Doe.<\/em>
      Click YES <\/strong>under the condition box \u2192 click on the nearest box.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      4. Select Action<\/em>;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      5. Under Create\/Edit Action<\/strong>, select QuickBooks action<\/em> \u2192 Invoice <\/em>\u2192 Update current<\/em> \u2192 Set QuickBooks entity data<\/em>;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      6. Navigate to the Service date<\/strong> field \u2192 select the needed parameter. You can put it as an invoice due date, transaction date or choose a custom date \u2192 click on Submit<\/em>;
      Note:<\/strong> Placeholders are variables that take the original values from QuickBooks;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      7. Click on Save & Close Rule<\/em>;<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Check the result<\/strong><\/h2>\n\n\n\n

      1. Go to the Platform transactions<\/em> tab \u2192 click on Ready to sync<\/em>.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      2. Click on Show in QB<\/em> after the transaction has been synced.
      Note:<\/strong> To ensure that the rule was applied, you can check the execution below.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      3. Check the result in QuickBooks Online.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      4. As well, you can check the smart rule execution in the Smart rules<\/em> tab \u2192 Executions<\/em>.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Reach out to the Synder team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n