Integrate Jetpack with QuickBooks Online Part 2 | Jetpack Workflow Classic Knowledge Base

1. Choose what kind of data you would like to import from QuickBooks

2. Import customers from QuickBooks - Checking this selection will allow you to bring over all the clients from your QuickBooks Online account to your Jetpack account

3. Import billable service items from QuickBooks - Checking this selection will allow you to import your service line items from QuickBooks Online so you can map them out to the jobs you have to do for your clients inside Jetpack

4. Import employees from QuickBooks - Checking this selection will allow you to sync the employees you added in your QuickBooks Online account with your Jetpack account

5. Import service line items as client tags
a. If checked off, the tags will automatically be added/populated to each of your clients when you import them from QuickBooks Online into Jetpack based on the service line items you have in place and what services you have provided for your clients in the past inside QuickBooks Online
b. If unchecked, you will then have the option to create and add your own tags to your clients after you import your clients from your QuickBooks Online account to your Jetpack account

6. Hit Next after you make your selections

Here is the link to our page on the QuickBooks App Store.