Set-up Verification

You may already be in the Configuration Wizard screen but if not, navigate to System Settings > Arranging Director Admin > Accounting Integration – QuickBooks Desktop > Configuration Wizard.

You will see this step when all of your items are setup. 
  1. Check the box to confirm that the integration steps are setup and you are ready to push invoices and payments to QuickBooks.
  2. Click Confirm Set-Up Complete
Once the set-up has been verified, whenever you save a contract, it will schedule the contract to be pushed to QuickBooks as an invoice.
Congratulations! Your setup is now complete!