How to map the pay items and sync customers and sync invoices to QB

Hammad Rahman

Created Mar 29, 2023

How to map the pay items and sync customers and sync invoices to QB

6
    a

Loadops

15 Steps
1

Go to app.loadops.com

2

Click on SETTINGS

Click on SETTINGS
3

Click on Integrations

Click on Integrations
4

Click on Finance

Click on Finance
5

Click on provider-name

Click on provider-name
6

Click on Manage Pay Items Mapping

Click on Manage Pay Items Mapping
7

Click on Start QuickBooks Session

Click on Start QuickBooks Session
8

Click on QuickBooks Item Category

Click on QuickBooks Item Category
9

Click on Customer Mapping

Click on Customer Mapping
10

Click on Fetch Customers

Click on Fetch Customers
11

Check Unselect all rows

Check Unselect all rows
12

Click on Send To QuickBooks

Click on Send To QuickBooks
13

Click on Invoices

Click on Invoices
14

Check Unselect row

Check Unselect row
15

Click on dialog

Click on dialog
Well done!
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