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Overview

  • In this article we’ll explain how to configure QuickBooks Online Integration.

Connect to QuickBooks

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Settings.
  3. Click Connect to QuickBooks.
  4. Follow the connection wizard steps in the popup window.

Global Settings

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Settings.
  3. Scroll down to Financial Information.
  4. Fill out the following settings:
    • Sales Service – Name of the service to use for all sales by default.
    • STC Trading Company Contact – Select a Customer to use for all STC Claim type Invoices.
    • Invoice Payment Terms (days) – Number of days after the Invoice Date to set the Due Date.
    • ZIP Money Service – Name of the service to use for ZIP Money Sales.
    • PV STC Service – Name of the service to use for PV STC Claims.
    • HW STC Service – Name of the service to use for HW STC Claims.

Setup Category Services

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Category Services.
  3. For each Category fill out:
    • Service – Name of the service to use for sales for this Category.
    • Deposit Service – Name of the service to use for deposits for this Category.
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