Before integrating QuickBooks with ARTERNAL, a few key settings in your QuickBooks account must be configured. Follow these steps to ensure QuickBooks is ready to sync with ARTERNAL:
Settings to Update in QuickBooks:
Shipping must be turned ON.
Custom transaction numbers must be turned OFF.
Ensure your account is set up to use Sales Tax.
Step-by-Step Instructions:
Access Account Settings:
In QuickBooks Online, click the Settings icon in the top-right corner.
2. Turn Shipping ON and Custom Transaction Numbers OFF:
Click on Account and Settings from the dropdown menu.
In the settings page, ensure Shipping is toggled ON and Custom transaction numbers is toggled OFF.
3. Enable Sales Tax:
In the left-hand menu of QuickBooks, click on the Taxes section.
Follow the prompts to set up Sales Tax if it’s not already enabled.