QuickBooks Integration

QuickBooks Integration


Once QB is enabled, need to set up the configuration in Raising Foundation.


Steps:


1. To configure QB in Raising Foundation, navigate to Administration -> QuickBooks sync and click on Authorization to manage the settings.


        Below configuration, fields need to be updated as an initial setup.



2. For using QuickBooks, we have to sync to push all existing data because the future activities in QuickBooks might have dependencies on existing records. 


Sync the existing records by navigating to the Auto Sync records button and sync then the existing data gets updated.


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