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.