Integration Setup 7

• How do I give access to the Quickbooks setup and export?
• How do I set up the Quickbooks integration?
• How do I add accounts from my Chart of Accounts that is in Quickbooks?
• How do I add my Items from Quickbooks?
• How do I add my Classes from Quickbooks?

View all 7

Exporting to QB 7

• How are the transactions created in Quickbooks?
• Does the donor information get created in Quickbooks?
• Does the import create duplicate customers in Quickbooks?
• How do I export the file from DonorView?
• Can I review the transactions that are in the .IIF file?

View all 7

Troubleshooting 2

• Quickbooks Desktop Errors
• Quickbooks Online Errors