How Do I Sync Over Attorney Names on Bills to Quickbooks Online?
Objective:
- Can I sync over Firm User's in Quickbooks?
- How can I attache the names of Users to Bills in Quickbooks Online?
Environment:
Additional Information:
- You would need to create a Parent Class for Timekeeper in Quickbooks Online first.
Procedure:
- Go to Settings
- Select Bill Syncing
- Click on Configure
- Check the box “Include the firm user’s name in time and expense entry when bills are exported to Quickbooks Online.”
- Click the Class dropdown
- Choose the class you have created in your Quickbooks Online Account