QuickBooks

QuickBooks Documents

1. Getting Started HERE

2. Install Web Connector HERE

3.Connect Apps HERE

4. Sync Method Items HERE  or Sync Method References HERE (Can choose account for QB on the fly, recommended)

5.QBD Client Export HERE  or QBO Client Export HERE

QuickBooks Not Syncing

• Make sure your account in QB is connected to ThermoGRID… go to admin company settings and read instructions.
• Make sure your chart of accounts in QBs is the exact same in ThermoGRID “company settings” and service catalog “department”
• Make sure you completed the order in job costing.
• If QB online check: http://Status.developer.intuit.com/
• Check Error Log: Click "Administration", "Company Settings" and go to your version of QuickBooks and click "View Log"
• If you have errors click here for error codes to resolve.