If you are new to Quickbooks Online (QBO) and are purchasing QBO for the first time, then ensure you choose the QBO Advanced plan. ZenCase requires QBO Advanced in order to ensure functionality with the QBO integration performs properly.

Quickbooks has certified ProAdvisor that can assist with QBO training, bookkeeping / accounting services, and troubleshooting for a paid fee. You can find a local QBO ProAdvisor using the Find an Accountant directory.

QBO ProAdvisors can also offer wholesale discounts to help you save on the QBO subscription fees, Find an Accountant and ask about the discounts they can offer!

Quickbooks Online has a healthy set of video tutorials available to help you get started, it's titled "Watch step-by-step videos to learn your way around QuickBooks".

Recommended videos:

Once you have the ZenCase Integrate Billing With Quickbooks is setup, the next step is to connect bank and credit card accounts to QuickBooks Online.

The banking feed will automatically import transactions from your bank into QBO that can be then categorized and reconciled.

If you have any questions, please let us know.