Setting Up Quickbooks Online Integration

Modified on Tue, 28 Apr at 3:17 PM


Quickbooks Online Integration  Setup

 

Go to Reports and Billing.

General Ledger Export. 

Fill in your date range, then choose Quickbooks Online.

Click Export. 

You will see the Intuit login page. Login.

You should see Export Successful.

Otherwise, you will get a message of what is missing.

Fix on Quickbooks if necessary or go into Management, Master Tables and General Ledger Account and correct the information there.

Once corrected, go back into Reports and Billing, General Ledger Export and start again.

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