payments quickbooks setup payment settings skip step 6 dont use payments QuickBooks Step 6 - Payment Settings setup

For users setting up the sync tool to export Estimates, Invoices, and Timesheets but not Payments, the complete setup of Step 6 is required.

Step 1:  Complete Steps 1-5, then Step 6 - to match Cost Codes, Classes (if applicable), Staff, Payroll Items, and Payment Methods/ Settings.

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Step 2: Choose Payment Settings - simply match an Accounts Payable (A/P) and Account Receivable (A/R) in order to successfully complete the sync setup. 

  • In future should you decide to export Payments, this portion of this step will be complete, however, you will need to add/ match Payment Methods in order to export Payments.

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