After installing our app, click on the Integration option.
Click on the QuickBooks Online option
Click on the connect button and enter your QuickBooks Online credentials.
Make sure you read the "Notes" section for any configuration changes that might need to happen in QuickBooks.
After it authenticates the credentials and connects to the correct company, you will need to setup a connection.
**Note - only check the "Process Payment" option if you want QuickBooks to mark the invoice as "Deposited".
Setup the proper accounts from QuickBooks Online. Please note that these accounts need to line up with your chart of accounts according to your accounting practices. The accounts listed below are for demonstration purposes only.
After the accounts are properly setup, you will be ready to start creating invoices. See this document for what the invoices will look like: Invoice Creation