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Connecting to Quickbooks

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Written by Elaine Amas
Updated over 3 months ago

To get started, go to Admin > Connect Integration...

...and Click on the Quickbooks Connect button.

If you are not already logged into QuickBooks, you will be taken to the log-in screen.

You'll be returned to the Integrations page. Click Settings on the QuickBooks card:

Select a Default Account Code and Save:

You are now connected to QuickBooks!

The final few steps of the Integration to Quickbooks requires you add an Integration task to your Workflow.

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