![]() ![]() Go to the Advanced tab, then Other preferences.Under Your Company, choose Account and settings.Doing this helps prevent duplicates to your invoice transactions. This way, other users will know if the figure is already used. You can activate the Warn if a duplicate check number is used feature. When creating invoices, QuickBooks Online will automatically assign numbers sequentially based on your last transaction number. If you have QBD 2019, they force this when importing IIF files (which is what we are going to do).I’ve got some information for you about QuickBooks invoicing, Laura. ![]() Click here to schedule a meeting with usĪLWAYS back up your company file before syncing with a 3rd-party software. Every customer record that Enrollsy finds this way will be updated instead of duplicated. If you already have customer records, and you don't want Enrollsy to duplicate them, make sure you have them all named, with the comma character in the middle (Example: John Doe's customer name should read Doe, John). For every account that exists in Enrollsy, every time you sync, our integration will automatically create a new customer record in your company file in QBD. Because of this, Enrollsy has to have a standard of naming your customer records in place. QuickBooks Desktop 2019: Make sure you have QuickBooks updated to at least 2019.Ĭlean up your "Customer" records in your company file: QuickBooks Desktop uses the customer's name to identify itself. Step 2 - Getting Ready For Implementation Training Meeting Save the file by selecting the location from the drop-down list. From your QuickBooks Desktop company file, export your list of " Chart of Accounts" and send it to See steps below to learn how. "Chart of Accounts": We need to know what account names you have in your company file to set your integration up correctly. If you are in the wrong place and need to view our help article about how to get started with QuickBooks Online, click here.īefore we meet, please confirm you have a few things in order. If this is available with your paid plan of Enrollsy and your user role has the required permissions to perform this action, follow the steps below to get started! Syncing With QuickBooks Desktop Version 2019+ Step 4 - Back Up Your Company File in QuickBooks Desktop Step 2 -Getting Ready For Implementation Training Meeting Step 1 - Pre-Implementation Training Meeting Step ![]()
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