QuickBooks Setup

QuickBooks Setup

You can connect your QuickBooks company details, with the ServiceFolder application to use its features. To connect to QuickBooks, perform the following steps:
 
1. Click Tools on the main menu. and choose QuickBooks Setup from the drop-down menu. 



2. Click the Connect to QuickBooks button. You will be directed to Intuits account to login or register, 
if you are new.



Once you login into the QuickBooks account, perform the following:
  1. You will be asked to select one company from the drop-down to use with the app.
  2. Click on the right-side drop-down and select the company you want to set up.
  3. Once you select the company to set up, click the Next button.



ServiceFolder will be successfully connected with QuickBooks and the following information will be displayed.