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Author Topic: Documentation or instructions for new feature setup / admin?  (Read 2798 times)

mcgeehon

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Documentation or instructions for new feature setup / admin?
February 14, 2013, 01:02:34 pm

I am scratching my head regarding how to integrate or setup my Civi with Quickbooks.  Is there any how-to or faq written on where some of these features are found and how to do basic setup and admin?

JoeMurray

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Re: Documentation or instructions for new feature setup / admin?
February 14, 2013, 01:09:45 pm
Heh mcgeehon,
I'll get some documentation up shortly. It's a bit tricky to get your QuickBooks to import .iif transaction files nicely. You'll need to make sure the accounts in CiviCRM match exactly the Chart of Accounts in QuickBooks.
Co-author of Using CiviCRM https://www.packtpub.com/using-civicrm/book

mcgeehon

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Re: Documentation or instructions for new feature setup / admin?
March 13, 2013, 01:08:06 pm
Any update on how to setup export correctly for quickbooks?  My team is still looking to test this integration, however we have not done so yet as the process eludes us.

Thanks
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Alpha and Beta Release Testing »
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  • Documentation or instructions for new feature setup / admin?

This forum was archived on 2017-11-26.