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This article contains information relating to features available in Actionstep's Express Product.
In this article, we'll take a look at using the Quickbooks Online in Actionstep.
Overview
Once you have established the connection between Actionstep and Quickbooks Online you can process your invoices and payments as you normally would.
Viewing Linked Transactions in Actionstep
Go to Admin>Integrations>Quickbooks Online
Here you will find a list of linked Transaction types. Select the transaction type that you would like to review for a list of all linked transactions. Here you will see a list of all linked transactions of that type in Actionstep.
Viewing Linked Transactions in Quickbooks
The Actionstep-Quickbooks Online integration allows users to launch Quickbooks Online directly through the Actionstep interface.
To do this go to Admin>Integrations>Quickbooks Online. Under "Linked Items" select the transaction type that you would like to view.
Find the transaction that you would like to view and then select the ID number listed in the "QBO Identifier" column. From here a new window will launch and you'll be asked to sign into Quickbooks Online.