guide settings quickbooks online qbo classes transaction numbers custom Configuring Quickbooks Online Settings to Work Best With LMN

The following settings should be configured in Quickbooks Online before you start syncing your LMN information.

  1. Use custom transaction numbers (allows you to import LMN estimate numbers into QBO so they match).  
    Click here to learn how.

  2. If you're using QB Classes [ignore this if you are not currently using classes], then set your Classes to be set on a transaction row level.  
    Click here to learn how.

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