How to Connect QuickBooks Online

Modified on Thu, 22 Jun, 2023 at 5:35 PM

To Connect QuickBooks:

1. Go to My -> Settings; 

2. Click Connect and login to your Quickbooks account


3. Open the new tab in your settings > QB Accounts


4. Select from what date data should be synced to QuickBooks
Select what status will trigger the sync: Delivered, Invoiced, Paid for both order and job 
Select accounts that were imported from yoru QB account and link them to the right ones. 

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