Quickbooks Online

Adrian Hee shared this question 2 years ago
Answered

Ok, I'm linked to QB and IO is authorized to access QB online files. Now what? Can't seem to find instructions letting me know what I should see in QB. Please help.

Comments (3)

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From the time you linked them forward, any confirmed or completed lead, or leads with payments on them should create and invoice in QB, and attach a customer to it and then apply any io payments automatically to the invoice.

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Hello,

I Already linked IO with QB but nothing from IO is showing up on QB.

Please assist, The year just started and I want to star fresh


Thanks

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What date do you want to start including orders from?

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