Steps taken so far:
- Name and Account
The next step is mapping your projects from your purchase data to "Customers and Jobs" in QuickBooks.
Having trouble finding the Customer Name? Go back to QuickBooks, enter the name, and refresh your page. It should then be there.
Now you can link the Job Name to the Customer Name!
To finish this step, select "Next."
Your next step:
3. Select how you want to enter the SKUs (only available on Gold Plan)
3. Link the class, mark the job billable, and make changes (only available on Silver Plan)
(All the linking and mapping will be saved for future imports.)