The QuickBooks Extension for Desktop

Getting started

Introduction to the QuickBooks Extension for Desktop

Implementation scenarios

• Overview

• Single user - single QuickBooks company file

• Multiple users

• Multiple QuickBooks organization files

Configuring a web connector

Read step by step documentation

Show me how...(must be logged into Autotask to run the walk-throughs):

1. Setting up the QuickBooks Extension

2. Configuring a default connection

3. Reviewing the connection path

Mapping

• Billing codes to QuickBooks accounts

• Lines of business to QuickBooks classes

• Expense categories to QuickBooks accounts

• Payroll categories to payroll items

• Resources to employees / vendors

Configure...

• Invoice transfer

• Purchase Order Transfer

• Expense report transfer

• Timesheet transfer