How to sync your QuickBooks account with CASEpeer.
NOTE: You will need a QBO subscription level higher than Simple Start and a Bill Pay subscription to utilize the integration.
Navigate to the
Icon in the top right corner of your account and select Account Settings.
Scroll down to Integrations.
Under QuickBooks Online, click the Activate button.
You will be navigated to the QuickBooks Online website to login.
Once logged in, you will be asked if you would like to allow CASEpeer to access your QuickBooks Online data.
Click Connect.
You will be navigated back to CASEpeer.
A pop-up window prompting you to set a default category for your costs sent to QuickBooks Online will be on the screen. This list is populated from QBO and Cost Advance is a common choice.
Select a category and click Submit.
QuickBooks Online is now connected to your account.
NOTE: This can only be done by a firm administrator or someone with the administration settings page access permission.