Jan 05, 2021
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There are different sets of instructions for Integrating with QuickBooks. Key factors to remember for the varied integration opportunities.
QB Online - With an API Nation account, the technology creates the capability for your closed (status) to automatically input the information from the invoice into your QB account once you close the RO in Shop Boss.
Here is the link to the video to start your QB online integration.
QB Desktop - The user will have to log into QB and initiate the transfer of closed (status) RO's from Shop Boss. Here is the link below to start the integration process.