How do I setup Quickbooks account in EyeOnTask?

The integration of QuickBooks with EyeOnTask enables you to keep your Clients, Payments and Invoices Up to date and in sync, You can import your existing Clients from Quickbooks into EyeOnTask

Go to the main menu and you will see the Settings option.Select it.

After selecting the Settings option Select Integrations here, you will find three options to integrate with Quickbooks, Paypal and Xero

Go to the first option.

After selecting first option you will have to click on the button Connect To Quickbooks

Clicking on Connect to Quickbooks button will take you to the login page of Quickbooks

After successful login you will be redirected to the quickbooks select company page where you have to select the company for which you need to sync the data to and from Quickbooks.

After selecting the company you will be redirected to the EyeOnTask's page where you will find the button to Enable Integration with Quickbooks

Clicking on the button Enable Integration will take you to the screen where you will have options to Sync your clients, your Invoices, Payments and Inventory.

Syncing of clients is a two way process wherein you can sync the clients of EyeOnTask to Quickbooks and from Quickbooks to EyeOnTask

Syncing of Invoice and Payments is a one way process i.e you can Sync your Invoices and Payments from EyeOnTask to Quickbooks only.

Note:Firstly you need to sync your clients from EyeOnTask to Quickbooks, only then you will have the invoices and payments of that client available in the Invoice and Payment tabs to sync to Quickbooks, otherwise you will not see any invoice or payments listed in the respective tabs

Sync your invoices from EyeOnTask to Quickbooks

Sync your payment made for invoices from EyeOnTask to Quickbooks

Syncing of Inventory is also a one way process but we can just import inventory items added in our Quickbooks account to EyeOnTask

After syncing process is over for one company you can press the back arrow and go to the previous page where you can press the Disconnect button and move on to sync the clients, invoices, payments and inventories of another company or close the syncing process.