QuickBooks Bill & Employee Option

1. 1. Navigate to the main menu on the left

   Click on 'Apps' > Click on QuickBooks Accounting Option

   

2. 2. Click on your QuickBooks Connected Organisation

   If you have not yet connected to QuickBooks, please use this process

   

3. 3. Click on QuickBooks Export Type dropdown against the relevant organisation

   Click on 'Invoice'

   

4. 4. Click on QuickBooks Export Group dropdown

   Select 'Employee'

   

5. 5. Select 'Save'

   

6. 6. Select 'REFRESH DATA'

   

7. 7. A green message will appear at the bottom left of the screen notifying you that the data has been refreshed successfully

   

8. 8. ASSIGN QUICKBOOKS CONTACTS TO EMPLOYEES

   Click on the Employees Menu and view any relevant employee record

   

9. 9. Click Edit

   

10. 10. Scroll to the bottom of the screen and click on the drop down next to the Accounting Employee Contact

    

11. 11. Type or Select the relevant QuickBooks Contact record

    

12. 12. Click on SAVE to save the changes to the employee record

    

13. 13. Repeat steps 11 - 15 for all employees

    

14. 14. ORGANISATION SETUP - Organisation Contacts

    Click on Organisations

    

15. 15. Click to View the relevant Organisation

    

16. 16. Click Edit

    

17. 17. If required, select an option for each item

    

18. 18. Click on SAVE