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Invoice QB Connector
19
Transcript
QuickBooks Connector for Invoice
Upskill Training
Topics
Project
Assignment
Expense and Invoice
Invoice Only
S2S Notes
Planning Call
Planning
Call
Online
Settings
Take note of the Company ID as it will be used in pre-config
Only QuickBooks Plus has Class tracking
Categories not available in QuickBooks Online Essentials
Vendor Information
for User Accounts
Vendor Information
for Vendor Import
QuickBooks Vendor ID
Chart of Accounts
for Expense Type Import
Desktop
Version and Location
QWC Version
Vendor Information for User Accounts
Vendor Information for Vendor Import
Chart of Accounts for Expense Type Import
Setup
Setup Session
Concur Admin Settings
Vendor Manager >> Manage Vendors
Sections of the
Setup Wizard
Affected by the Connector
Accounting
Invoice File Export >> 2. Select Format
Cost Tracking
Expense Types for Expenses >> 2. Account Codes
Users
Posting
Posting
Payment Manager
Invoice Posting to QBO
Vendor ID
Invoice Total
Invoice Number
Invoice Date
QB Account / GL Code
Transaction Amount
Cost Tracking
Invoice Posting to QBD
Invoice Date
Vendor Name
Invoice Number
Invoice Amount
Invoice Name
Transaction Amount
GL Account
Cost Tracking
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