Integrate eSign Adjustment with airSlate SignNow

Integrate esign adjustment

hi there everyone welcome to advanced pro university today we're going to be discussing the QuickBooks integration settings and how to configure them for a basic setup so enabling the QuickBooks sync will allow you to keep books up to date with any interactions that have happened in advanced Pro so this eliminates the need for any double entry if you're setting up a new advanced Pro company and have existing data in QuickBooks you can also perform a one-time import of customers vendors of products from QuickBooks into advanced Pro so with a basic workflow generally speaking purchase orders sales orders customers and vendors get created in advance pro so you're gonna see this your other importing orders or your doing manual entries and those are going to turn into sales or vendor purchase orders now from there you're going to deal with the shipping or receiving the operations any manufacturing in advanced Pro and the results are going to be an invoice or a bill and those can be exported out to QuickBooks seamlessly now payment status in QuickBooks can also be synced back against the invoice is sitting in advance Pro so you know what's been paid from both platforms now how the QuickBooks ink works is its if manual or on a time or it's up to you it doesn't kick anyone out of advance Pro or QuickBooks and it does allow custom syncing settings your general Ledger's you can choose which accounts different types of transactions are moving into and like I said the first time we can go ahead and import those initial records into advance pro along with some of your other settings like taxes and as well your additional currencies if you're working in multiple currencies so as we move to advanced Pro now what we're going to talk about is how to configure that QuickBooks ich for the first time so what we're going to do is we're going to come into admin and we're gonna choose site settings and the first area we're gonna go to here is the QuickBooks tab so this is where you can enable or disable QuickBooks syncing so the first thing you can check off is are you equipped books user and that's gonna tell advanced prepare to start working with QuickBooks you can then go ahead and set up your QuickBooks version so desktop or online and you want to make sure that you get this correct it can be difficult to go ahead and change afterwards so from this point we can also move ahead and say we've got some other settings here we can mark different things to export to QuickBooks for the first time we want to move all of our transactions to QuickBooks we certainly can a couple of specific areas to focus on specifically are allowing advanced pro to go ahead and query those QuickBooks so that what that does is actually enables that payment status to come back...