Quickbooks export sync Invoice Timesheet sync tool QB Quickbooks online matching LMN Onboarding - Quickbooks Online

In this video, we'll show you how to setup LMN to work with Quickbooks Online versions, including how to sync your account, configure your basic settings, and export customers, estimates, invoices, and timesheets from LMN to Quickbooks.

 

Video Guide:

Permissions - 3:09
Access online sync - 5:40
Close window and refresh QB - 7:43
Setup steps - 8:28
Import QB customers - 8:40
Link service items - 10:26
Cost codes and how they relate to QB - 12:57
Classes - 17:10
Match customers - 18:17
Link staff - 19:58
Link tax codes - 21:14
Sync an estimate - 22:48
Customers versus Sub-Customers - 23:10
Queue estimate for export - 25:10
Estimates in queue - 26:30
Match customer on an estimate - 28:03
Check when an estimate is ready in QB - 30:18
Error log - 31:03
See new customer in customer list in QB - 32:55
Post/publish an invoice - 34:48
Export timesheets - 38:53
Existing time found - 43:03
See timesheets in QB - 44:40

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