To navigate to the settings for QuickBooks, go to Admin>Organization and click on the QuickBooks Settings tab. To access your QuickBooks account information, click the Accounts tab.
To add a new QuickBooks account, click the New Account + button.
The following form will be displayed:
To define the QuickBooks account:
- Enter a Title for the account
- Select the Account Type [e.g., CCARD (Credit card account)]
- Enter a Description of the account
- Enter the Account Number
- Skip the Extra field
- Click the Save Account button
The account definition will now be displayed. See the instructions for mapping RentItBiz data to your QuickBooks account.