Once you Activate your QuickBooks Online Integration, start managing your accounting through Costs Management.
- Click Management and select Costs.
- Any vendor that has not been connected will show up with a red dot in the QBO Vendor column.
- Click the arrow at the end of the row of the vendor you want to connect.
- Select Create/Search Vendor from the drop-down menu.
If CASEpeer finds a match with an existing vendor:
- Locate the appropriate QBO vendor.
- Click Connect.
- You will then be asked to confirm the vendor link.
- Click Confirm.
If CASEpeer does not find a match with an existing vendor, or if you don't want to connect with the existing vendor:
- Click Create New Vendor.
- You will then be asked to confirm the vendor link.
- Click Confirm.
- You have connected the QuickBooks vendor to CASEpeer.
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