Learn how to:
Connect and disconnect from QuickBooks Online
Configure QuickBooks Online sync options
Go to Settings > Organisation in the top right menu and click Edit Details to edit your Organisation Settings.
Towards the bottom of settings is QuickBooks Integration. Click the link to connect to QuickBooks.
You will be taken to QuickBooks Online where you can select an organisation to connect to.
You will be directed back to your organisation settings, where you can configure your sync options and disconnect if required.
You can control which QuickBooks account code is used for the synced bills.
If you wish to populate the Class field on your Bills, select the desired value from this dropdown menu.
If you wish to populate the Customer field on your Bills, select the desired value from this dropdown menu.
Next, choose when a Tahua milestone should be synced to QuickBooks.
Adding Slack to Tahua
Getting Started with Xero
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What does the Xero Integration do?
What does the QuickBooks Integration do?
Last updated 2 months ago
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