This help document goes over how to set up the WCNumber custom field necessary to link warranty claims to transactions. 

The 'WCNumber' custom field is set at the customer level in your QuickBooks. 

Double click on any customer, then go to 'Additional Info'. 

Then click on 'Define Fields' and add 'WCNumber' as a custom field. It's important that it be formatted this exact way for Crik-IT to read it: WCNumber 

You can now link transactions to Warranty Claims. 

Questions? We're here to help! Write to us at support@crik-it.com or click here to schedule a call.