QBO checklist
Use the following checklist to ensure all items are addressed during integration of ScheduleInterpreter® and Intuit QuickBooks Online.
| Task | Completed |
|---|---|
| Backup your account. VERY IMPORTANT |  |
| Review Before you begin using ScheduleInterpreter® with QBO | |
| Switch to Advanced subscription | |
| Configure Track classes | |
| Review Best practices | |
| Configure Chart of accounts | |
| Configure Items | |
| Configure Account types in QBO | |
| Review QBO limitations | |
| Check Account duplicates | |
| Connect ScheduleInterpreter® and QuickBooks Online | |
| Configure Global settings | |
| Configure COA and items | |
| Synchronize Customers' accounts | |
| Synchronize Vendors' profiles | |
| Synchronize Vendors' bills | |
| Synchronize Customers' invoices | |
Print or use screen capture to create an electronic copy of the check list. Make sure to check off all tasks.
The process of integration between ScheduleInterpreter® and QBO has been reviewed by QuickBooks Online expert and ScheduleInterpreter® staff. It is highly effective, low maintenance process making your operational and financial data from ScheduleInterpreter® platform be fully integrated with Intuit QuickBooks Online.