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