To configure the integration with QuickBooks Online please follow these steps:
- The QuickBooks Online connector must be licensed and installed. Please contact us to coordinate the installation.
- Select QB Online from the Presidio System Settings Invoicing tab
- On the System Settings "System" tab double-click the company you are configuring under "Company Demographics" and enter the QuickBooks Online Company ID (with no spaces) and Next Invoice #
The find your QuickBooks Online Company ID login to QuickBooks online and click "Your Account" under the settings menu.
Please note, the QuickBooks Online integration is in beta release with limited functionality (invoicing only). If you are currently live with QuickBooks Desktop you will want to test the functionality at a time when invoicing will not be done with the desktop versions (both cannot be live at the same time).