This article contains information relating to features available in Actionstep's Express and Practice Pro + Accounting products.
In this article, we will review how to set up the integration between Actionstep and Quickbooks Online.
Admin>Integrations>Connect to Quickbooks Online
You will be prompted to authorize the connection between Actionstep and Quickbooks Online. Select "Connect" to authorize this connection.
This will take you to the Quickbooks Integration screen. From here select "Bank Accounts". This will take you to an accounts screen which lists all bank accounts linked between Actionstep and Quickbooks Online. Enter your bank account numbers here and select "Save".
You are only able to map your Actionstep income accounts to one Quickbooks income account.
Your Quickbooks Online Integration is now fully activated. You can begin entering transactions.