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Quickbooks Online- Document Setup

Updated

Setting up Documents

Please note that the account will need to be setup as a Quickbooks online account during creation.

  • Navigate to "Admin> Master File>Company"

  • Click the "Edit" button for the selected company

  • In the details window, click the "Access Credentials" button for "Online Invoice PDFs"
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  • Enable the Quickbooks_Online checkbox and hit "Select" 

  • The following prompt will appear, hit OK