Steps you have taken so far:
- Name and Account
Your next step is to map your projects (from Home Depot purchase data) to Customers and Jobs (from QuickBooks).
Cannot find the Customer Name? Go back to QuickBooks enter them in and click on Sync.
Now you are ready to link the Job Name to Customer Name.
- Click on Next
Your next step is to:
3. Select how you want to enter the SKUs
All the linking and mapping will be saved for future imports.