Step 3: Practice Makes Perfect
Step 1: Setup |
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Confirm Sales Tax Configuration |
Confirm Sales Tax is setup correctly in Quickbooks. |
| Set Up Payment Options | |
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Items associated with income account |
Make sure all items (products/services) in Quickbooks are associated with an income account from the QuickBooks Chart of Accounts. The Income QuickBooks Account information needs to be entered into SingleOps from the QuickBooks Chart of Accounts. |
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Review QuickBooks Sync Chart |
Here you will find a visual representation of "what" and "how" data sync between SingleOps and the accounting software Quickbooks. |
Step 2: Connect to Quickbooks |
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| Connect QuickBooks Online | Work with your SingleOps team member if you have further questions about syncing. | |
| Connect QuickBooks Desktop & Web Connector | ||
Step 3: Practice Makes Perfect |
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Review Quickbooks Online Best Practices |
Review your daily workflow for managing the Quickbooks Sync. | |
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Review Quickbooks Desktop Best Practices |
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