How to set up QuickBooks integration?

Posted by Varsha Akki
2
Jul 13, 2018
575 Views
Image

The QuickBooks software has developed many features, and integration is one of them. As the name suggests, this application works to import the data from the one location, and hence, integrates. The QuickBooks Integration is a feature that enables us to bring the transactions and files from the square to the QuickBooks software to synchronize it. Consider this information provided by the QuickBooks Pro Support Phone Number and use the integrating feature to access all the bookkeeping facilities provided by Intuit.

Set up the QuickBooks integration with this process

  • You have to connect your QB Account with the Brokermint Account.

  • After that, use the below-mentioned options to enable the income and expenditure tracking.

  • You can either close the transaction or make a fake transaction to learn the method of using the integration application.

  • Thus, you will guess the result when a Brokermint is closed.

Choose either of these to start the setup:

  1. Consolidating tracking - it is termed as the single lined tracking as it manifests the total amount in one line.

  2. Itemized tracking - it is termed the detailed tracking as it represents the amount in multiple lines.

These are the general terms which you must create while integrating the QuickBooks.

  • Invoice It is made for the service or product which the administrator specifies.

  • The sales receipt is made for the sold service or goods. The admin is required to know the details such as "billing address" and the "deposit to."

  • You need to create the record for deposit, and you can add the values in the folder "received from, the description" or the "memo."

  • You have to make the bill using the specified account, and description.

Here, we have provided some information which you must know before integrating the QuickBooks accounts. You can talk to us if you have queries related to the QuickBooks software. You have to call at the QuickBooks online Support Number USA. There you will be connected with our specialists who have suitable answers for all your confusions.

Comments
avatar
Please sign in to add comment.
Advertise on APSense
This advertising space is available.
Post Your Ad Here
More Articles