✔ Integration with QuickBooks Online comprises of the followings steps:
● Our interestingly customizable integration will optimize your Order-to-Cash and Procure-to-Pay forms, sparing you time and money.
⏵ Go to your receipts tab and click on (Export All) button and choose (QuickBooks Online)
⏵ Put in your QBO details to authenticate.
⏵ And authorize the connection.
● Export your receipts to QuickBooks Online and sort them during the process.
⏵ Click on the "Export All" button or if you want to export specific documents check the check box to select each item and select "Export Selected" option under the receipts tab. Then choose QuickBooks Online.
⏵ Here you can link payment types to a specific account so that they will auto-fill for you.
⏵ Click the Export all to QuickBooks and you're done! Your receipts will be automatically sent to QuickBooks as general journal entries.By following these steps, you can efficiently integrate your application with QuickBooks Online, streamlining your Order-to-Cash and Procure-to-Pay processes, saving both time and money.