Quickbooks Invoice Estimate Timesheet QB Export Desktop Quickbooks Desktop Sync Sync tool Match LMN Onboarding - Quickbooks Desktop

Let LMN help you use Quickbooks to the fullest - and save your days of data entry doing it. In this video, we'll show you how to setup LMN to work with Quickbooks Desktop versions, including how to sync your account, configure your basic settings, and export customers, estimates, invoices, and timesheets from LMN to Quickbooks.

 

Video Guide:

Set up users for QB access - 3:38
Install QB sync tool - 4:23
What to do for QB Desktop on a cloud server - 5:30
Steps to install sync tool - 6:30
Step 1 sync tool (estimating) - 7:35
Step 2 sync tool (estimating) - 8:15
QB error when connecting the first time - 11:58
Step 3 sync tool (estimating) - 13:46
Step 4 sync tool (estimating) - 15:28
Syncing taxes - 15:50
Match cost codes - 17:22
Match classes - 21:38
Import customers to LMN - 22:40
Publish estimate to QB - 24:15
Export to QB again (estimate) - 25:25
Publish estimate - 27:40
Matching & Import types on estimate export - 28:33
Detailed/Hide Details on estimate export- 30:00
Match customer on estimates - 31:06
View error log file - 34:08
Time sheet set up - 37:00
Match employees - 37:57
Exporting timesheets - 39:50
Exporting invoices - 44:07

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