QuickBooks Getting Started

Step 1: Setup

Step 2: Connect to Quickbooks

Step 3: Practice Makes Perfect

Step 1: Setup
Confirm Sales Tax Configuration	Confirm Sales Tax is setup correctly in Quickbooks.
Set Up Payment Options	Setup Quickbooks for Deposits and Prepays
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.
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
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
Review Quickbooks Online Best Practices		Review your daily workflow for managing the Quickbooks Sync.
Review Quickbooks Desktop Best Practices