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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